Investment Counsellor - Private Wealth

Position: Investment Counsellor

Base Location: Bangalore

Coverage: Entire South India

Preferred Qualification: CFP-certified professionals will be given strong preference

Role Overview

This is a senior, client-facing advisory role focused on delivering thoughtful, need-based investment solutions. The Investment Counselor will engage closely with clients to understand their financial goals, risk appetite, and expectations, and recommend appropriate wealth and investment products.

This role goes beyond traditional financial planning. It requires strong product depth, market understanding, and the ability to present solutions with clarity and confidence.

You will be expected to add real value to client portfolios through insight-driven advisory.

Key Responsibilities

Client Engagement and Relationship Management:

- Build and nurture long-term, trust-based client relationships through consistent engagement and quality advisory.

- Develop a deep understanding of client objectives, concerns, and financial priorities.

Portfolio Review and Assessment:

- Analyze existing client portfolios and assess product suitability.

- Identify opportunities for portfolio enhancement and optimization.

Investment Advisory (Non-Financial Planning Role):

- Assess client needs, preferences, and risk profile.

- Recommend and present suitable investment solutions aligned with client goals.

- Confidently articulate product ideas and clearly communicate their value proposition.

Investment Solutions Expertise:

Provide informed recommendations across a wide range of products, including:

- Mutual Funds, PMS, and AIFs

- Fixed Income Instruments

- Life and General Insurance

- Corporate FDs, Bonds, and NCDs

- Direct Equity and Unlisted Stocks

- Offshore Investment Products

- Stay updated on market trends and offer insights supported by research and analysis.

- Represent the brand with professionalism, integrity, and clarity in all client interactions.

Skills and Competencies Required:

- Strong verbal communication and listening skills.

- Ability to simplify and explain complex investment concepts clearly.

- Strong analytical thinking and logical reasoning.

- Sound understanding of investment products, risk profiling, and wealth management solutions.

- Ability to position and recommend products effectively based on client needs.

Educational Qualification:

Graduate degree is mandatory.

CFP (Certified Financial Planner) certification preferred.