Assistant Vice President - Investor Advisor - BFSI - CA

Job Summary

Section - A

- Job Description

(This is the key section that describes the essentials responsibilities of the position)

- Responsible for evaluating a clients portfolio and devising a Portfolio strategy, thereby developing advanced solutions for clients adhering to deadlines

- Responsible for providing various Investment advisory services post thorough analysis and support tasks for the Private banking business

- Responsible for managing and thereby, optimizing the portfolio

- To review the Portfolio and thereby, make asset allocation recommendations to the group/set of clients and set up the portfolio accordingly

- Identifies swap opportunities

- To critically examine current holdings to evaluate if the asset allocation requires any further changes or if portfolio action is warranted

- Implements decisions by using Portfolio Management trading platforms

- To make Presentations to the In-House clients, only when necessary

- Develop and manage initiatives to solve portfolio and risk management issues and / or seize earning opportunities

- Work closely with Relationship Management to provide outstanding investment and wealth management advice to WM clients

- Complies with all the Industry rules and Regulations and Firm Policies

Job Summary

Section - B

Specific Skills Required:

- Strong Leadership and excellent communication skills

- Innovative skills

- Strong PPT skills

- Strong Analytical skills

- Interpersonal skills

Essential Functions:

- Comprehensive exposure in Investment advisory, Investment Research, Private Banking or any other Wealth Management (WM) platforms [preferably 6 to 8 yrs of experience in Private Banking or any other WM platforms]

- Understanding of Equity markets, asset classes and norms of investing Portfolio Management Services (PMS)

- Ability to balance multiple tasks and responsibilities

- Ability to establish strong working relationships

- Time management and adhering to deadlines

Qualification

- Basic Qualification : Engineer + MBA/CA (1st Preference), B.Com + MBA (2nd Preference)

- Advance Qualification: Series VA Certification by AMFI

- Any Additional Certification: NSE Equity/Debt / FX Dealer certificate

- Age Group : 28-35 yrs

Experience

- Years of Experience : 8 years plus

- Nature of Experience : Relevant to Investment Advisory/ Counseling

- Levels of Experience : Mid to Senior Level in the Company

- Industry of Experience : Banking/ Asset Management/ Broking/other Wealth Management platforms