Investment Advisor - Bank

Investment Advisor

JOB DESCRIPTION: Investment Adviser

Experience: 5 - 10 years

Location: Delhi

Primary Skills: Advisory across fixed income, Equity, Hybrid, Capital Structuring, Private Equity

Job Role:

- To provide Advisory across Fixed Income, Equity, Hybrid and Hedged products, Real estate and linked assets, Alternate Funds, Private Equity and Structured Products. Actively involved in Capital Structuring (Tax Efficiency, Asset Protection & Succession Planning)

- Managing equity investment advisory product

- Leading equity advisory for branches

- Advising HNI clients for equity & structured product related queries.

- Preparing advisory content

- Restructuring client's portfolio

- Build the Investment Services business so as to achieve leadership position in the region

- Constant review and monitoring of customer portfolios

- Build and deepen relationships with internal stakeholders