Investment Advisor Reviews

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Investment Advisor Reviews

What is it like working as an Investment Advisor?

October 2020
Great brand, small pay.
Investment Advisor in São Paulo:
Pros: Opportunities are easy to capture A lot of specialization
Cons: Lots of operational workload Total compensation is highly discounted
April 2017
Target Oriented.
Investment Advisor in Mumbai:
Pros: Interactions with new HNI client. Convincing and acquisition.
Cons: Stress.
March 2014
Interpersonal Relationships, Analysis, Financial Markets.
Investment Advisor:
Pros: Building relationships with clients, staying updated on financial markets and global + local news, building investment proposals and portfolio reviews, discussing risk profile, targets.
Cons: Tough to disconnect while on holidays unless in a telecom-disconnected area.
December 2013
Independent Wealth Management.
Investment Advisor:
Pros: Freedom and independence.
Cons: Risk and liability.

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