Investment Advisor
Quest ontheFRONTIER · Bengaluru · onsite · Posted 86d ago
About a minute. You'll make an account on the way through.
About this role
KEY FEATURES OF THE POSITION:
Core Functional:
- Providing end-to-end investment advisory services to Advisory clients with a special focus on direct equities as an asset class.
- Profiling clients and documenting their investment objectives.
- Tracking equity markets, creating model portfolios and building a robust direct equities offering within investment advisory.
- Creating advisory pitches + investment proposals.
- Carrying out portfolio reviews.
- Providing regular guidance and advice with respect to markets, investments, products, etc.
Client Management (internal & external):
- Working closely with Relationship Managers and their advisory clients.
- Interacting regularly (including presentations) with clients for their advisory requirements.
- Working closely with RMs, Team Heads and Business Heads for pitching the firms advisory credentials to prospects.
Regulatory Responsibilities & OR Risk Management:
- Part of Investment Advisory Division.
- Compliance with SEBI Investment Advisory Regulations.
- Liaise with Legal/Compliance/Operations for process / documentation related aspects, and any regulatory requirements.
SKILLS REQUIREMENTS OF THE POSITION:
Personal and Social:
- Good communication skills (verbal, written).
- Good collaboration skills.
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