Investment Consultant

IJNM · recruiting for a confidential client

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Listing updated

Pay
₹50,000–80,000 a month
Location
Nashik, Maharashtra
Work mode
Remote
Job type
Part time
Experience
4–8 yrs
Category
Fintech

Join our client as a part-time Investment Consultant and provide expert financial advice.

Apply now

About the role

As a part-time Investment Consultant, you will play a crucial role in providing expert financial advice to clients looking to make informed investment decisions. Your responsibilities will include analyzing client portfolios, recommending suitable investment options, and ensuring compliance with industry regulations.

The ideal candidate should have a strong background in finance or investment management, excellent communication skills, and the ability to build lasting client relationships. A relevant certification in finance or investment is preferred.

Joining our client offers an opportunity to work in a dynamic environment, where you can enhance your skills and expand your professional network. This role provides flexibility while allowing you to make a significant impact on clients' financial well-being.

What you'll do

  • Advise clients on investment strategies
  • Analyze market trends and investment opportunities
  • Prepare comprehensive investment reports
  • Maintain ongoing client relationships

What you'll need

  • Bachelor's degree in finance or related field
  • 4-8 years of experience in investment consulting
  • Strong analytical skills

Skills

Investment analysis Client relationship management Market research skills

Good to have

Certifications such as CFA or CIMA Familiarity with fintech tools

Benefits

  • Flexible work hours
  • Attractive compensation package
  • Professional development support

Interested in this role?

It takes about two minutes. Free to apply — IJNM never asks candidates for money.

Apply now

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Questions about this job

What qualifications are needed for this role?
A degree in finance or a related field, along with 4-8 years of experience in investment consulting.
What does a typical day look like for an Investment Consultant?
You will spend your day advising clients, analyzing market data, and preparing investment reports.
Is this a fully remote role?
Yes, this is a remote part-time position.

Listing last updated

Investment Consultant

₹50,000–80,000 a month

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