Chief Investment Officer - Wealth Management Firm

Note: Looking for candidate who have broad/recent exposure of developing investment strategies related with wealth products in Banking/ Wealth Management/Mutual Fund Organizations. He must have hands on experience in different wealth products along with large team management which include Product Managers. Role is very similar to Product management at leadership level. Individual Contributor is not required.

Candidate must be stable in Job. Frequent job changes will not be entertained.

Role: Chief Investment Officer

Client: Popular & Renowned Wealth Management Organization

Location: Mumbai

Exp - 12-18 years

Qualification: MBA regular

CTC: 50- 60 LPA

Age limit: Max 48 years

Industry: BFSI only

Mandatory Skills:

- Strong exposure of developing Investment strategies related with wealth products.

- Team Management experience is a must

- Excellent communication skills

Responsibilities:

- Investment Strategy Development: Develop and implement comprehensive investment strategies tailored to the unique financial objectives, risk tolerance, and preferences of our clients.

- Portfolio Management: Oversee the management of client portfolios, ensuring that asset allocations are optimized for risk and return. Monitor portfolio performance and make necessary adjustments.

- Risk Management: Implement robust risk management processes to safeguard client investments and maintain adherence to regulatory compliance.

- Market Analysis: Conduct in-depth market research and analysis to identify investment opportunities and potential risks. Stay informed about market trends, economic developments, and relevant geopolitical factors.

- Asset Allocation: Determine appropriate asset allocation strategies, taking into account market conditions, client goals, and risk profiles.

- Team Leadership: Lead and mentor a team of investment professionals, fostering a culture of excellence, collaboration, and continuous learning.

- Client Engagement: Collaborate closely with Relationship Managers to understand client needs and provide timely and relevant investment insights. Participate in client meetings as needed.

- Compliance: Ensure all investment activities adhere to regulatory guidelines and compliance standards set by relevant authorities.

- Performance Reporting: Generate regular reports on investment performance and communicate results to clients, management, and stakeholders

For detailed discussion, call Manisha 9873002499