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Investment Advisor (Wealth Management) Job

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Investment Advisor (Wealth Management)

Armstrong Capital Advisory

Bangalore

Start date

Starts Immediately

CTC (ANNUAL)

₹ 3,00,000 - 5,00,000 ₹ 3,00,000 - 5,00,000 /year

Experience

0-5 years

0-5 years experience

Apply By

21 Apr' 24

Posted 3 weeks ago

Job

131 applicants

About the job

Key responsibilities:

1. Make a financial plan for HNI individuals (under guidance)
2. Work on a database of very high-profile prospects (CEO, CFO, VP, and directors)
3. Send emails and call up to fix appointments, send LinkedIn connects
4. Call and invite for webinar sessions on Investment management
5. Work on the given assignment to research mutual funds

Skill(s) required

Effective Communication MS-Excel MS-Office

Earn certifications in these skills

Learn MS-Excel

Learn Business Communication

Learn Financial modeling valuation

Learn Personal Finance

Learn Stock Market Trading

Learn Business Analytics

Learn Tally

Salary

Annual CTC: ₹ 3,00,000 - 5,00,000 /year

Number of openings

About Armstrong Capital Advisory

Website

Armstrong is a niche investment advisory that specializes in providing high-value advice to individuals. At Armstrong, we do financial planning and deliver what is best for clients keeping track of the market pulse. We have a well-trained research team and seasoned decision-makers to aid for the same. We cater to HNI customers for financial planning, mutual funds, and fixed income. On the corporate side, we advise them on cash flow management and currency derivatives.

Activity on Internshala

Hiring since October 2015

27 opportunities posted

16 candidates hired