Investment Adviser
- Employer
- Truemind Capital Services
- Location
- Nehru Place, Delhi (IN)
- Salary
- Negotiable
- Closing date
- Jul 3, 2021
View more
- Job Function
- Investment Advisor/Consultant, Relationship Management, Wealth Management
- Industry Sector
- Consulting Firm, Fintech/Insurtech, Private Wealth Management Firm
- Certifications
- CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
- Advising clients on investment planning and strategies
- Preparing reports and presentations for investor awareness
- Educating potential clients regarding the various services offered by the firm
- Help in creating research based content for social media marketing
Years of misselling has created a high trust deficit in the investment management space and there is a demand for trustworthy advisors.
There are a few very good Relationship Managers/Wealth Managers who feel bad about not recommending the most suitable investments due to the pressure of meeting commission targets and who feel suffocated in the traditional banking/distribution system. Truemind Capital welcomes such RMs/WMs to become a part of our team.
We also welcome candidates from research and analysis backgrounds who wish to manage investments.
We do not earn commissions from recommended investment products and charge fees for value-added services like financial planning and asset allocation strategies to our clients.
RMs/WMs/Research Analyst who would like to move to SEBI RIA for a brighter future should apply here.
Company
Established in 2014, Truemind Capital (TMC) is a fee-only, fast-growing investment advisory firm with unique and high-quality offerings in the investment management industry. Run by professionals from IIT/CFA/CFP backgrounds, TMC is a SEBI Registered Investment Adviser (RIA) that provides professional, unbiased, and personalized investment management solutions at an affordable cost. We do not earn any commissions and therefore are true fiduciaries to our clients.
- Website
- http://www.truemindcapital.com/
- Telephone
- 9999505324
- Location
-
310, 3rd Floor, Hemkunt Chambers, 89
Nehru Place
New Delhi
Delhi
110019
India
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