AVP - Investment Advisory/Wealth Advisory - Financial Services Firm

Opening - Investment Advisory/Wealth Advisory

Company - One of the leading Financial Services Firm

Location - BKC, Mumbai

Role of Investment Advisor:

- An opportunity to build scale in the investment advisory service

- Analyze clients- investment needs, understand risk appetite and formulate strategies for the same

- Analyze investment portfolios and make necessary changes based on market trends

- Acquire new to the firm clients and ensure growth of Assets under Advisory

Requirements:

- CA or Tier 1 MBA

- Should have worked in a wealth management firm or Asset Management firm

- Should be well versed with the financial instruments like Mutual Funds, Bonds, PMS and AIFs

- Should have high level of relationship management mindset

- Should be strong on service delivery

- Should possess good analytical skills, verbal & written communication