Kotak - Portfolio Advisor - Wealth Management

Company Profile:

Kotak Mahindra Bank is one of the largest and fastest growing private sector banks in the country and its wealth management division is arguably the largest in the country in terms of assets under management/advice. The clients of Kotak Wealth Management include the largest High Net Worth names in the country whose investments are being actively managed or advised by the firm, applying concepts of portfolio theory and leveraging on its capital market expertise.

Job Profile:

The Portfolio Advisory team in Kotak Wealth Management works exclusively on Portfolios of Advisory clients of the firm. The role requires the Advisor to take full ownership of the performance of the client portfolios. It very closely works with the Investment Advisory team which provides the strategy and research based inputs along with Investment opportunities available. It performs detailed portfolio analysis, including taking decisions related to asset allocation, investment templates, and portfolio performance attribution. In addition, investment recommendations for these clients are customized.

Key Responsibilities:

- Understand the overall strategy of the firm with respect to each asset class including Equity, Debt, and Alternative Investments and further update understanding through secondary research on asset classes and specific financial products.

- Actively debate the investment products suggested by the Investment Advisory team and reason out suitability of products for respective client portfolios basis Market strategy.

- Interact with clients to explain and to regularly update the portfolio activity.

To further discuss markets / investment products and other distributor products.

To be able to advise and recommend on third party products, apart from in house products. Will need to develop reasonable understanding/expertise in each product category.

Take full responsibility of portfolio performance.

- Formulate and regularly update the asset allocation plan and investment templates for all advisory clients of the firm.

- Perform periodic investment portfolio reviews including attribution analysis & benchmarking and present the same by way of presentations / proposals.

- Prepare new Pitches for fresh Acquisitions that justify the value add that Portfolio Advisory and Wealth Management bring to a potential clients portfolio.

Essential Competencies:

- Good understanding of financial concepts and portfolio theory

- Familiarity with practical aspects of capital markets- behavior and various investment products based on the same

- Excellent oral and written communication skills, including comfort in discussing investment and financial concepts with Ultra High Net Worth individuals.

- Familiarity with MS Office tools (Word, Excel, PowerPoint)

Desired Profile and Qualification:

- Post graduates from top B-Schools

- 3-5 years of post-qualification experience in the financial services sector, preferably in the wealth management / investment advisory industry.

Interested applicants can e-mail their CVs. The subject line should clearly mention "Application for Portfolio Advisory Role".