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Senior Investment Advisor
Monarch Networth Capital Ltd.
Ahmedabad | Vadodara / Baroda
Not Disclosed
6 - 10 Years
Full Time - Permanent
Views:7
Applicants:0
Posted on 8 Sep, 2026
In Office
Job Description | Responsibilities
- Advise clients on investments based on financial goals and risk.
- Manage portfolios and provide suitable investment recommendations.
- Monitor markets, funds, and portfolio performance.
- Build strong client relationships and support retention.
- Ensure accurate records and regulatory compliance.
Overview
- Industry - Banking / Financial Services
- Job Role - Senior 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
Portfolio Management
Wealth Management
Financial Planning
Risk Assessment
Market Research
Client Relationship
Compliance