Manager - Advisory

Role & responsibilities:

The role Manager Advisory will be responsible for providing personalized investment and wealth advisory solutions to HNI clients. The role will involve understanding client goals and risk profiles, analysing portfolios, recommending suitable investment strategies, monitoring portfolio performance, and supporting business growth through strong client relationships and new business opportunities.

• Manage HNI client relationships by understanding their financial goals, risk profile and investment needs. Provide suitable investment advice, prepare portfolio models, conduct portfolio performance reviews and recommend rebalancing strategies. Track market and product trends, support portfolio reporting and business analytics, identify new business opportunities, cross-sell wealth products, grow AUM and revenue, and ensure high-quality client service while following compliance and risk guideline.

Preferred candidate profile:

• Portfolio Performance Analysis
• Portfolio Modelling & Asset Allocation
• Financial & Business Analytics
• Investment Product Analysis

Perks and benefits