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30/06 HR
HR at Michael Page

Views:738 Applications:92 Rec. Actions:Recruiter Actions:0

Investment Advisor - Private Wealth Management - Bank (10-15 yrs)

Delhi Job Code: 1118858

Investment Advisor - Private Wealth Management - Leading Bank

Job Description: Providing end-to-end investment advisory services to wealth clients and profiling clients and documenting their investment objectives

Client Details: Client is a leading (top 3) private sector bank in India

Description:

Core Functional:

- Providing end-to-end investment advisory services to Advisory clients

- Profiling clients and documenting their investment objectives


- Creating advisory pitches + investment proposals


- Carrying out portfolio reviews


- Providing regular guidance and advice with respect to markets, investments, products, etc.


- Working closely with Relationship Managers and their advisory clients

- Interacting regularly (including presentations) with clients for their advisory requirements


- Working closely with RMs, Team Heads and Business Heads for pitching the firm's advisory credentials to prospects


Profile:


- 10 to 15 years' experience

- Strong functional knowledge across asset and product classes


- Certified as a Registered Investment Advisor under the SEBI IA Regulations


- Strong analytical skills, proficiency with MS Word, Excel, Power Point


- Good presentation skills


Job Offer:

- Work with a leading bank and one of the largest UHNI wealth setups in India

- Contact; Alok Kumar +91 (0) 22 4236 3352 . The Apply Button will redirect you to website. Please apply there as well.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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