Investment Counsellor - Bank

Investment Counsellor

- MBA / Post-graduate in Finance / CA or related field with 8 years of experience in similar roles in wealth management, brokerage company or private banking units.

- Preference for candidates with experience in equity advisory roles

- Additional industry certifications such as CFA/CFP are a plus

- Conduct regular quarterly reviews for mapped HNI clients, covering their investment portfolios as well as broader financial planning needs

- Design and implement investment action plans with clients to align their existing equity investments to target allocations

- Identify and execute cross-sell opportunities across different products and offerings of the company by examining client risk profile and financial needs

- Regular meetings with Active clients, converting the dormant clients into active as a subject matter expert along with respective relationship manager to deepen share of wallet

- Provide feedback and improvement ideas to management and leadership team in the company to improve customer experience and product proposition.

- Liaise with central investment/product teams/business divisions for identifying opportunities to cater to clients requirements.

- Monitor clients' portfolios regularly to identify intervention requirements

- Provide investment support, education and guidance to clients, prospects and Relationship Managers

- Maintain aware ness of latest developments in global and local markets and their impact on client investments

- Stay up-to-date with house views at all times and communicate with clients in line with the same