Investment Counsellor - Financial Services

- Experienced in taking adequate measures to monitor the inflow/ outflow of funds, ensuring optimum utilization of available funds towards the accomplishment of available goals

- Sound understanding and aptitude in undertaking tasks entailing :

- Performing ad hoc Financial Planning ; reviewing financial statements for high-net-worth individuals and their related family entities

- Participating in strategic planning discussions with various legal and tax advisors

- Experience of developing & preparing concise, client ready high net worth and general management reports required

- Holds the distinction for leading initiatives for acquiring 40 Fee based client base

- Exposure in servicing HNI/Retail clients and provide advisory and displayed abilities in handling diverse clients; interfacing with key clients and providing customized solutions

- Ability in formulating asset & wealth management strategies for individuals and business owners towards the accomplishment of their short term and long term goals

- Energetic leader known for ability to envision and create successful outcomes in complex / multicultural environment

- Monitoring clients- portfolio performance, conducting profitability analysis, rendering sustained advisory services for securing high ROI and increasing retention levels

- Framing asset management strategies for individuals and business owners towards the accomplishment of their goals

- Providing HNI clients with financial services with a view to protect and transfer their wealth by solving complex needs about investment planning

- Understanding financial requirements, designing & creating structured notes and evaluating risk return, constraints & horizon;directing the workflow to meet quality standards and compliance Law