Executive Search Consultant at TruLux
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AVP/VP - Investment Advisory - Corporate Treasury - Financial Services - CA/IIM/ISB/MDI/FMS (5-10 yrs)
AVP/VP - Investment Advisory - Corporate Treasury
Opening - Investment Advisory-Corporate Treasury
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
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