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Investment Advisor

Monarch Networth Capital Ltd.

Ahmedabad | Vadodara / Baroda

Not Disclosed

5 - 10 Years

Full Time - Permanent

Views:2

Applicants:0

Posted on 8 Sep, 2026

In Office

Job Description | Responsibilities

  • Advise clients on suitable investment products and strategies.
  • Assess financial goals, risk profiles, and investment needs.
  • Manage client portfolios and provide investment recommendations.
  • Monitor market trends and portfolio performance.
  • Maintain client relationships and investment records.

Overview

  • Industry - Banking / Financial Services
  • Job Role - Investment Advisor
  • Employment type - Full Time - Permanent
  • Work Mode - In Office

Qualifications

  • Any Graduate - Any Specialization
  • Any Post Graduate - Any Specialization
  • Any Doctorate - Any Specialization

Job Related Keywords

Investment Advisory Wealth Management Portfolio Management Financial Planning Risk Assessment Market Research Client Relationship Mutual Funds
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