Head - Investment Counsellor - Private Wealth

Our Client a leading Wealth Management Firm backed by marquee Investor is looking for Head of Investment Counsellor

Location: Mumbai/ Bengaluru

Job Purpose

The Head of Investment Counsellor will lead the Investment Counselling team, providing strategic guidance, ensuring alignment with the organization's wealth management objectives, and delivering world-class investment advisory services to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This individual will be instrumental in driving portfolio performance, client satisfaction, and business growth while adhering to regulatory standards.

Key Responsibilities:

1. Leadership and Strategy:

- Develop and implement the overall strategy for the Investment Counselling division in alignment with organizational goals.

- Lead, mentor, and manage a team of Investment Counsellors, fostering a high-performance culture.

- Ensure alignment of client investment strategies with their financial goals, risk appetite, and market conditions.

- Drive innovation in investment advice, leveraging technology and market insights to enhance service delivery.

2. Client Relationship Management:

- Serve as the senior point of contact for key HNW/UHNW clients, providing tailored investment solutions.

- Collaborate with Relationship Managers and other internal teams to deepen client relationships and maximize cross-selling opportunities.

- Deliver presentations and insights on global market trends, economic outlooks, and asset-class performances to clients.

3. Portfolio Management and Advisory:

- Oversee the design and implementation of investment strategies, ensuring optimal portfolio construction and risk management.

- Monitor and review client portfolios to ensure they remain aligned with objectives amidst changing market conditions.

- Provide thought leadership on asset allocation, investment trends, and emerging opportunities across global markets.

4. Compliance and Risk Management:

- Ensure all investment advice and activities comply with regulatory requirements, internal policies, and ethical standards.

- Maintain robust risk management practices, ensuring portfolios are aligned with clients' stated risk tolerances.

- Stay updated on global regulatory developments and their implications for investment advisory services.

5. Business Development:

- Drive business growth by identifying and converting new opportunities within the HNW/UHNW segment.

Interested candidates can reach us on +91-8104363306