Career Counselling

Investment Advisor

Description

Investment advisers are qualified finance professionals who provide advice to corporate and individual clients. The job involves assisting clients in asset allocation, choosing the right investments such as mutual funds, equity shares, bonds, debentures, insurance policies, commodities and real estate.

Requirement

It is essential to clear the Association of Mutual Funds of India certification test to become a personal investment adviser. A certified financial planner certification would be an exceptional qualification. To become a corporate investment adviser, graduation/postgraduation with specialisation in finance is a must.

The skills required are as follows:

  • Strong analytical capabilities
  • Good understanding of financial statements
  • Marketing and relationship- building skills
  • Knowledge of regulations

Job Prospects

While the fixed component of the pay could be average, the variable pay linked to the number of deal closures can be a significant component, even as high as 100% of the fixed salary or more.

Pros & Cons

  • Excellent remuneration and job satisfaction
  • Long working hours and unreasonable expectations of key stakeholders