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Money Honey - Investment Specialist - Wealth Management
Money Honey Financial Services Pvt LtdMumbai, India30+ days ago
Job descriptionProvide financial advice to clients on investment opportunities and risk management. Analyze market trends and economic data to assist clients in making informed financial decisions. Develop personalized financial plans based on clients' financial goals, risk tolerance, and investment preferences. Maintain up-to-date knowledge of financial products, services, and regulations to ensure compliance and offer accurate advice. Build and maintain strong client relationships through regular communication and exceptional customer Strong analytical and problem-solving skills with a keen attention to detail. Excellent communication and interpersonal skills for client engagement. Proficiency in financial software and MS Office applications. Ability to work independently and as part of a team in a fast-paced environment.
3. Investment Specialist
Location : Mumbai
Experience : 2 to 4 years
About the job :
- Money Honey Financial Services, a leading firm in the investment banking industry with a team of 51-200 dedicated professionals, is excited to announce an excellent career opportunity for fresh graduates. We are currently seeking enthusiastic and detail-oriented individuals to join our dynamic team as Finance Advisors.
- This role is designed for those who are eager to kick-start their careers in finance, offering a unique chance to learn from experienced professionals and gain hands-on experience in financial advisory services.
- As a Finance Advisor, you will be responsible for providing clients with sound financial advice, assisting in developing investment strategies, and helping them achieve their financial goals. If you are a recent graduate with a strong analytical mindset, excellent communication skills, and a passion for finance, we invite you to apply and become a part of our innovative and growth-oriented company.
Tasks :
(ref : iimjobs.com)
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Investment Specialist • Mumbai, India
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