FactSet Research Systems

Advisor, Cobalt Client Solutions

FactSet Research Systems

Mumbai, Maharashtra, India
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a dynamic and analytical individual with a passion for providing top-notch financial solutions? Look no further! FactSet Research Systems is seeking a highly motivated and experienced Advisor to join our team of experts at Cobalt Client Solutions. As an Advisor, you will play a key role in providing our clients with innovative and tailored solutions to meet their financial needs. In this role, you will be responsible for analyzing data, developing strategies, and providing expert guidance to our clients. If you have a strong background in finance, exceptional problem-solving skills, and a customer-centric attitude, we want to hear from you! Join us and be part of a dynamic team that is dedicated to delivering exceptional service to our clients.

  1. Conduct financial analysis: The Advisor will be responsible for conducting in-depth financial analysis for clients to identify their specific needs and develop tailored solutions.
  2. Develop and implement strategies: The Advisor will utilize their expertise in finance to develop and implement innovative strategies that align with clients' financial goals and objectives.
  3. Provide expert guidance: As a subject matter expert, the Advisor will provide expert guidance and recommendations to clients on various financial matters, including investments, risk management, and financial planning.
  4. Analyze data: The Advisor will be responsible for analyzing large sets of data to identify trends and patterns that will inform their recommendations to clients.
  5. Collaborate with clients: The Advisor will work closely with clients to understand their unique financial situation and provide personalized solutions that meet their specific needs.
  6. Stay updated on industry trends: The Advisor will stay updated on industry trends and changes in the financial landscape to ensure that clients receive the most relevant and up-to-date advice.
  7. Maintain relationships with clients: The Advisor will be responsible for maintaining positive and professional relationships with clients to ensure their satisfaction and retention.
  8. Conduct market research: The Advisor will conduct market research to identify potential opportunities for clients and stay informed about the competitive landscape.
  9. Problem-solving: The Advisor will utilize their exceptional problem-solving skills to address complex financial challenges and provide effective solutions for clients.
  10. Ensure exceptional service: The Advisor will strive to provide exceptional service to clients, ensuring their needs are met and exceeded.
  11. Collaborate with team members: The Advisor will work closely with other team members to share knowledge and expertise, ensuring a cohesive and collaborative approach to client solutions.
  12. Adhere to industry regulations: The Advisor will adhere to all relevant industry regulations and compliance standards to maintain the highest ethical and professional standards.
  13. Continuously improve processes: The Advisor will continuously evaluate and improve processes to enhance the quality and efficiency of client solutions.
  14. Communicate effectively: The Advisor will communicate complex financial information in a
Where is this job?
This job is located at Mumbai, Maharashtra, India
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or A Related Field.

  • Excellent Communication And Interpersonal Skills.

  • Strong Understanding Of Financial Markets And Investment Strategies.

  • Minimum Of 3 Years Experience In A Financial Advising Or Consulting Role.

  • Familiarity With Factset's Suite Of Financial Data And Analytical Tools.

Required Skills
  • Financial Analysis

  • Communication Skills

  • Market Research

  • Time Management

  • Problem Solving

  • Data Management

  • Presentation

  • Investment Strategy

  • Portfolio Management

  • Risk assessment

  • Teamwork

  • Client Relations

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Empathy

Compensation

According to JobzMall, the average salary range for a Advisor, Cobalt Client Solutions in Mumbai, Maharashtra, India is between ₹ 6,00,000 - ₹ 9,00,000 per year. However, this range can vary depending on factors such as experience, skills, and company size. Some companies may also offer additional benefits and bonuses.

Additional Information
FactSet Research Systems is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesHindi
Job PostedDecember 2nd, 2024
Apply BeforeNovember 16th, 2025
This job posting is from a verified source. 
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About FactSet Research Systems

FactSet Research Systems Inc., trading as FactSet, is a financial data and software company headquartered in Norwalk, Connecticut, United States. The company provides financial information and analytic software for investment professionals.

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