Investment Counsellor - Wealth Management

Client Engagement and Relationship Management:

- Assist in raising funds from HNI / UHNI clients with Technical & Fundamental research for equities and advising the same to clients mapped to the wealth managers.

- Regular meetings with Active clients, converting the dormant clients into active along with respective wealth manager.

- Regular regional visits for HNI client meetings, seminars/events.

- Send across research reports to current and prospective clients and assisting in writing quarterly client newsletters.

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

- Provide updates on investment opportunities to clients and Relationship Managers.

- Collaborate with internal teams to provide seamless and efficient client support.

Market Research and Analysis:

- Maintain current knowledge of competitors' investment capabilities, product offerings, and pricing policies.

- Conduct thorough research and analysis on investment products, financial markets, and economic trends to inform decision-making and enhance client portfolios.

- Stay informed about regulatory changes and industry best practices to ensure compliance and high-quality service delivery.

Financial Planning and Reporting:

- Assist in developing personalized financial plans, taking into consideration clients' unique goals, risk tolerance, and preferences.

- Prepare and deliver accurate and insightful financial reports, investment summaries, and performance reviews for client presentations.

Team Management:

- Collaborate with senior management to define team objectives and key performance indicators (KPIs), ensuring alignment with organizational goals.