Job Overview:

We are seeking a Portfolio Counsellor to join our team in Gandhinagar, Gujarat. As an Associate in our Treasures Private Client division, you will be responsible for providing personalized investment advice and wealth management solutions to high-net-worth individuals.

Job Details:

The Portfolio Counsellor role involves analyzing clients' financial goals, risk tolerance, and investment preferences to develop tailored investment strategies. You will work closely with clients to monitor portfolio performance and make recommendations for adjustments as needed.

Responsibilities:

• Conduct comprehensive financial reviews for clients
• Develop and implement investment strategies
• Monitor and analyze portfolio performance
• Provide ongoing financial advice and support
• Collaborate with other team members to optimize client portfolios

Requirements:

• Bachelor's degree in Finance, Economics, or related field
• Series 7 and 63 licenses
• Proven experience in wealth management or financial advisory
• Strong analytical and communication skills

Benefits:

• Competitive salary and performance-based bonuses
• Health insurance and retirement savings plans
• Professional development opportunities

Other Details:

This position offers a unique opportunity to work with high-net-worth clients in Gandhinagar, Gujarat. If you are passionate about wealth management and have a strong background in finance, we encourage you to apply and join our dynamic team.