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Senior Executive - Search & Selection at Successwrks HR Solutions Pvt Ltd
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AVP - Investment Advisor - Banking (8-14 yrs)
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
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