Investment Consultant
Morgan Stanley · mumbai, India
investment consultingclient relationshipfinancial planningwealth managementbusiness developmentexperienced
Job Description
The Investment Consultant is responsible for developing and maintaining relationships with clients, assessing their financial goals, and providing strategic investment consulting. This role involves analyzing investment opportunities and preparing presentations for business development. Candidates should have extensive knowledge of the financial industry and excellent communication skills.
Qualifications
Minimum of bachelor’s degree or comparable professional certification required. Active Series 7, 63 and must maintain investment adviser representative registration.
Skills Required
- investment consulting
- client relationship
- financial planning
- wealth management
- business development
Location
City: mumbai · Country: India