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Practice Lead at Randstad India
Views:542 Applications:94 Rec. Actions:Recruiter Actions:64
AVP - Investment Advisory - Private Wealth Management (5-10 yrs)
Company: Private Wealth Management
Function: Advisory
Profile:
- Follow process and execute portfolio review in time bound manner
- Improve quality of client interaction by updating client on his portfolio, its performance and updating on various asset classes
- Implement advisory process accurately in all market situations and achieve client's objective, ensure growth in wallet share and growth of portfolio in existing clients
- Timely Portfolio Review - Create / Update Investment Policy statement, Incorporate Investment Advisory Board views in portfolio, create deviation report and suggest change in portfolio, Ensure accurate and timely delivery of advice
- Create a new proposal, accompany RM for client meeting
- Regular communication of market update, Weekly investment call with entire team, Event update
Looking for candidates with experience in Advisory
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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