Associate Director - Investment Advisory - Wealth Management Firm

Associate Director - Investment Advisory - Wealth

Job Description : Providing end-to-end investment advisory services to Advisory clients

Client Details : Client is a leading multinational wealth management setup

Description :

KEY FEATURES OF THE POSITION :

Core Functional :

- Providing end-to-end investment advisory services to Advisory clients

- Profiling clients and documenting their investment objectives

- 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 firm's 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

Profile :

SKILLS REQUIREMENTS OF THE POSITION :

Personal and Social :

- Good communication skills (verbal, written)

- Good collaboration skills

Professional and Technical :

- 8-10 years' experience

- Strong functional knowledge across asset and product classes

- Should have experience distributing mutual funds, engaging with Asset Management Companies, etc.

- Strong analytical skills, proficiency with MS Word, Excel, Power Point

Job Offer :

- Pan India role

- Work with a multinational wealth setup

Contact - Alok Kumar - +91 (0) 22 4236 3352

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