Business Vertical - Private Wealth Management

Job Role - Investment Counselor

Job Title - AVP - Investment & Family Office

Reporting - Head - Investment & Family Office

Qualification - MBA from Tier 1/Tier 2 Institutes, CA

Work Experience - 5 - 10 year

Location - Chennai

Purpose of the Job :

- This role in essence would be a Key Accounts Manager who would advise large Family Office/UHNI/Corporate Treasuries on their overall investment portfolio and act like a portfolio manager to them would be required to engage with client at a portfolio level, advise on overall asset allocation and recommend products which are suitable for the clients as per their risk profile and investment objective.

- It may also require the person to help the client in raising funds, doing transaction advisory in collaboration with corporate finance team or otherwise. The role would entail client mining (predominantly) but also deal/client sourcing occasionally as also helping RMs in cracking such large accounts.

- The person has to be well-versed across financial instruments - plain vanilla to exotic and have a penchant for deal structuring & closures.

Job Description :

The key responsibilities of the role will be as follows:

- Own the business performance of the regional in terms of revenue, market share both in terms of NCA & increased AUM.

- Working closely with Relationship Managers and clients, providing advice on investments.

- Providing clients with specialist investment advice, constructing and managing their strategic asset allocation and tactical portfolios

- Continually seeking to enhance investment platforms in line with evolving market development

- Creating value for the clients across asset classes and managing portfolios

- Driving of strategic and tactical allocation strategies along with Research & Product team

- Advisory desk would play pivotal role in product/ asset allocation strategies for clients based on investment views and client's investment needs.

Key Skills - The key skill sets required for this role are as follows:

- Market knowledge - Ability to engage with the customer on views on markets in general including outlook on equity markets, interest rates, inflation etc.

- Specialized product knowledge

Have a specialized product knowledge about various investment products available in the market including:

- Indian Mutual Funds,

- Indian Real Estate market,

- Fixed income

- Alternate assets classes like Structured products, Private Equity Funds, Real Estate Funds

- Ability to effectively communicate the features of various products and convince the client to invest in the right product

- Client facing experience and strong analytical skills

- Strong communication skills, with the ability to build relationships with both internal and external clients.

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