Finance Advisor

Job Description

Hiring Alert: Finance Advisory Professional at Oceano Apex Pvt. Ltd. (Wealth Management Company) Position: Finance Advisory Company: Oceano Apex (Leading Wealth Management Firm) Location: Gurugram Experience Required: Minimum 4 Years Educational Background: MBA (Mandatory)Job Description:We are seeking an experienced and highly motivated Finance Advisory professional to join our team at Oceano Apex. The ideal candidate will play a key role in providing strategic financial advice and wealth management solutions to our esteemed clients. Key Responsibilities:✅ Offer comprehensive financial advisory services to high-net-worth individuals (HNIs) and corporate clients ✅ Develop and manage investment portfolios aligned with client goals and risk appetite ✅ Analyze financial data, market trends, and investment opportunities ✅ Maintain strong client relationships and ensure high levels of client satisfaction ✅ Provide recommendations on wealth preservation, tax optimization, and long-term financial planning ✅ Collaborate with internal teams to design customized wealth management strategies ✅ Ensure compliance with regulatory standards and company policiesDesired Candidate Profile: Minimum 4 years of relevant experience in wealth management, financial advisory, or related fields MBA degree is mandatory trong understanding of financial products, investment strategies, and capital markets Excellent communication, interpersonal, and client relationship management skills Proactive, result-driven, and passionate about delivering value to clientsLocation: Gurugram Industry: Financial Services, Wealth ManagementIf you meet the criteria and are looking to grow your career with a dynamic team, apply now! hr@oceanoapex.com Job Type: Full-time Pay: ₹30,000.19 - ₹50,000.94 per month Benefits: Flexible schedule Paid sick time Paid time off Schedule: Day shift Monday to Friday Work Location: In person