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Investment Counsellor/Wealth Advisor We are hiring for Investment Counsellor with one of the Financial Services. JD: - To provide Advisory across Fixed Income, Equity, Hybrid and Hedged products, Real estate and linked assets, Alternate Funds, Private Equity and Structured Products. - Actively involved in Capital Structuring (Tax Efficiency, Asset Protection & Succession Planning) - Managing equity investment advisory product - Leading equity advisory for branches Advising HNI clientsfor equity & structured product related queries. - Advising HNI clients - for equity & structured product related queries. - Preparing advisory content - Restructuring client's portfolio - Build the Investment Services business so as to achieve leadership position in the region - Constant review and monitoring of customer portfolios - Build and deepen relationships with internal stakeholders

Delhi NCR

Investment Counsellor/Wealth Advisor - Bank 

Job Description for Investment Counsellor/Wealth Advisor - Bank  in Alpha orion Consultants in  Delhi NCR for (8-10) years of experience. Apply Now!