Investment Advisor - Wealth Management

Position Title : Sr Manager / AVP

Function: Advisory

Location: Mumbai

Qualifications:

- CFA must, preferably with CA professional qualification OR MBA with specialization in Finance (Full Time, premium B schools)

Work Experience (highlight) :

- 5-7 years in Advisory role with Wealth Management firms

Core Purpose of the Role :

- Providing investment advice to clients following an advisory process and try to achieve superior risk adjusted returns for client's portfolio. Enabler to relationship team with domain expertise and investment knowledge.

- Portfolio - Follow process and manage client portfolio which includes Quarterly review , Portfolio Decisions and client communication

- Client advise - Improve quality of client interaction by updating client on his portfolio, its performance and updating on various asset classes

- Implement advisory process accurately in all market situations and achieve client's objective, ensure growth in wallet share and growth of portfolio in existing clients

- Timely Portfolio Review - Create / Update Investment Policy statement, Incorporate Investment Advisory Board views in portfolio, create deviation report and suggest change in portfolio, Ensure accurate and timely delivery of advice

- Regular communication of market update, Weekly investment call with entire team, Event update.