Wealth Business - Investment Counsellor

Key Areas of Responsibility:

• An opportunity to build scale in the wealth management service by working with clients across asset classes
• Analyse clients investment needs, understand risk appetite and formulate strategies for the same
• Analyse investment portfolios and make necessary changes based on market trends
• Assist RM's in acquiring new to the firm clients and ensure growth of Assets & Revenue
• Additionally,
• To analyze & support teams with product specific queries
• To provide management with product specific analytics
• To manage relationship with product manufacturers

Experience & Qualification:

• CA / CFA / Tier 1 MBA
• 6+ years of relevant work experience
• Should have worked in a wealth management firm in counselling / advisory capacity
• Should be well versed with the financial instruments Equity, Debt, Alternate Equity, Alternate Debt, Offshore Investments, REITs, InVIT's, NCD, MLD, etc.
• Should have high level of relationship management mindset
• Should be strong on service delivery
• Should possess good analytical skills, verbal & written communication