14/01 Althea Silveira
Senior Executive - Search & Selection at Successwrks HR Solutions Pvt Ltd

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AVP - Investment Advisor - Banking (8-14 yrs)

Mumbai Job Code: 881828

Mandatory for the candidates to have 70% in SSC and HSC. Also, all Education details must be mentioned in their resumes along with the Institution names - all the way upto PGD.

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


Job Description

- 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

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

Women-friendly workplace:

Maternity and Paternity Benefits

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