Investment Advisor

Type:
Full Time
Location:
Description:

Role : Investment Advisory & Financial Planning (SEBI RIA)

About Company : Established in 2016, Truemind Capital Services (www.truemindcapital.com) is a fee-only, fast growing & funded fintech advisory firm with unique and high-quality offerings in the investment management industry. Run by professionals from IIT/CFA/CFP background, TMCS is a SEBI Registered Investment Adviser (RIA) which provides professional, unbiased, and personalized investment management solutions at an affordable cost. TMCS does not earn any commissions and therefore is a true fiduciary to its clients.

Website : www.truemindcapital.com

Candidate Eligibility Criteria

Education Qualification : CFPCM/MBA (Finance; Economics; Business Management)/CFA Charter holder/CA

Residence : Delhi NCR

Education Background : Finance

Work Experience (Yrs) : Min. 2 Years & Max 6 Years in Credit Research & Analysis/Wealth Management/Portfolio Management/Mutual Funds Research/Financial Planning/Investment Research & Analysis

Work Profile : Advising clients in wealth/portfolio management, mutual funds, financial planning

Certification : Preferred CFPs or NISM Investment Advisor XA and XB

Communication : Good written and spoken English communication

Soft Skills : Presentable; analytical; good interpersonal skills; quick learner

Job Description

  • Advising clients on investment planning, goal-based financial planning and strategies
  • Analysis of investment portfolios and suggesting suitable investments
  • Preparing reports and presentations for investor awareness and client engagement
  • Educating potential clients regarding the various services offered by the firm in an offline or online meeting
  • Help in creating content for social media marketing and other educational initiatives

Miscellaneous Details (No. of Positions – 5)

  • No product selling targets
  • Mon to Fri full day working (9:30 AM to 6:15 PM) and Saturday half-day working
  • Work from Office Role; Meeting clients face to face when required

Salary (CTC) : INR 6 Lakhs to 12 Lakhs depending upon the candidate

Hiring Manager Details:

[email protected]