Investment Counsellor/Investment Advisory Role - Wealth/Asset Management

"Investment Counsellor" OR " Investment advisory" OR "Investment Counselor"

Responsibilities:

- Financial Planning: Develop and implement customized investment strategies and financial plans tailored to each client's ( HNI/UHNI ) needs and objectives.

- Portfolio Management: Monitor and manage client portfolios, making adjustments as necessary to align with changing market conditions and client goals.

- Investment Analysis: Analyze financial markets, economic trends, and investment products to provide informed recommendations.

- In-depth knowledge of Wealth Management products - Mutual Funds, Portfolio Management Service Providers,

- Knowledge of all the Asset classes - Equity, Fixed income, Structured Products, Real Estate, Commodities, and International Markets.

- Strong Analytical, Presentation skills and MIS reporting are required & should be able to present to Senior Management the desk investment policies and strategies.

- Relationship Management: Build and maintain strong relationships with clients, providing ongoing support and addressing any concerns or inquiries.