We are seeking to hire an Investment Portfolio - Head for a new age Private Bank, in its Personal Banking and Wealth Management products team.
Location : Mumbai
Experience : 7-15 years
Grade : AVP/ VP
Job Description/Role :
Investment strategy :
- Define Investment strategy; asset allocation basis the prevailing market conditions
- Be up-to-date with Equity and Debt markets by going through investment reports/concalls
Product Selection :
- Develop and manage the fund selection models
- Product Due diligence to understand the qualitative aspects of the products
Financial Planning and Wealth Protection :
- Financial goal setting and planning and prepare investment proposals for the clients
- Asset allocation and Portfolio construction Strategy Formulation
- Portfolio review and rebalancing as and when required
- Engaging with Regional Heads and Sales Team and help in product penetration via product and research support
Knowledge Requirement :
- Knowledge of all the Asset classes - Equity, Fixed income, Structured Products, Real Estate, FX, Commodities and International Markets
- In depth knowledge Wealth Management products - Mutual Funds, Portfolio Management Service Providers, Alternative Investment Funds and Listed Investments.
- Knowledge of taxation implications for various investment products
- Functional understanding of Research and Portfolio Software like Morning Star, Invest well, Bloomberg etc
Behavioural Skills :
- Strong analytical and interpretative skills, Integrity, Ability to establish trust, Self-driven, Team Player, Team Management, Networking Ability, Ability to work under time pressure and adhere to deadlines.
- Should Lead and Drive the Team towards Organizational Goal
- Set Portfolio Review Standards on Quality and product recommendations
- Actively manage desk risk via strong checks on Risk profiling, Product selection and portfolio construction
Team Management :
- Strong Analytical, Presentation skills and MIS reporting is required. Should be able to present to Senior Management the desk investment policies and strategies
- Ability to read product performances and eye for detailing. Functional and Technical skills to evaluate product and client portfolio and guide the team
- Review Team portfolio presentation month on month. Train team on new concepts and product ideas
- Work along with Sales team and other Channel to achieve targeted growth
Technical (Software / IT related) Skills :
- Strong on Excel workflow and Presentation skills
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