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