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
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