Chief Investment Advisor - Wealth Domain - Bank

- Working closely with Private Banking Relationship Managers (RMs) across west zone to construct and review portfolios under advisory mandate, Supporting PBG RMs in activating clients under advisory services maintaining client portfolios, conducting periodic reviews and recommending new product ideas.

- Understanding and profiling client's risk profile and accordingly advice on investment opportunities.

- Updating portfolio and balancing it whenever required based on market dynamics.

- Creating investment proposals basis house view and recommending to the client

- Internally, liaison with product team, research team, Investment Strategy team and Asset Management Cos. on developments.

- Understanding of wide product categories such as Mutual Funds, Structures, PMS, Bonds, Private Equity, Non Convertible Debentures, Real Estate and RE Funds, etc.

- Actively working towards setting up Family Office services for top notch clients of the bank, Working on plans covering need of family office, market practices and advantages to the firm and clients

- Advising on pricing structure and comparison with competition in India in this space

- Highlighting the relevance and importance of robust portfolio review and reporting structure

Qualifications : MBA Preferred

Experience : Min 12+ years relevant experience in Banking and Wealth domain on the investment side

Functional Competencies :

- Strong understanding of the wealth management industry

- Understanding of Financial products