Investment Consultant

Company Description Captignus Syndicate is a financial consultancy and wealth management firm that serves retail investors, high-net-worth individuals, and institutional clients with strategic financial solutions and long-term wealth creation opportunities. Headquartered in Ernakulam, Kerala, with a growing presence across South India, the firm combines traditional financial services with emerging market opportunities through a transparent and research-driven approach. Its expertise includes SME and mainboard IPO consultancy, pre-IPO and unlisted share investments, wealth management, mutual funds, bonds, fixed income products, PMS, demat and trading solutions as an authorized Sharekhan partner, and health and general insurance advisory. Founded in 2023, Captignus Syndicate focuses on data-driven decision making, meticulous risk assessment, and complete transparency to deliver sustainable growth and long-term value. The company is committed to integrity, trust, and excellence in financial services while empowering investors and enterprises with clarity and confidence.
Role Description This is a full-time, on-site Investment Consultant role based in Kochi. The Investment Consultant will engage with clients to understand their financial goals, risk tolerance, and investment preferences, and will design tailored financial plans and investment strategies. Daily responsibilities include analyzing market trends and financial products, preparing portfolio recommendations, conducting regular portfolio reviews, and presenting actionable insights to clients. The role involves coordinating with internal teams to support IPO consultancy, wealth management, and demat/trading solutions, while ensuring compliance with regulatory standards and company policies. The Investment Consultant will also provide ongoing customer service, address client queries promptly, and maintain detailed documentation of all advisory interactions.
Qualifications
Strong foundation in Finance, including understanding of capital markets, financial instruments, and risk management.
Proficiency in Financial Planning and Investments, with experience in creating and monitoring client portfolios.
Ability to design and recommend Investment Strategies aligned with client objectives and market conditions.
Demonstrated Customer Service skills, with a client-focused mindset and the ability to build long-term relationships.
Bachelor’s degree in Finance, Economics, Business, or a related field; relevant certifications (e.g., NISM, CFP) are an advantage.
Strong analytical and quantitative skills, with comfort in using financial tools and software.
Excellent communication and presentation skills, including the ability to explain complex concepts clearly.
High level of integrity, attention to detail, and commitment to regulatory compliance and ethical standards.
Prior experience in wealth management, brokerage, or investment advisory is preferred.

Work arrangement
No