Role Overview:

We are seeking a seasoned Investment Counsellor to join our wealth management practice in Bangalore. In this role, you will serve as a trusted advisor to high-net-worth individuals, translating complex market insights into bespoke investment strategies that align with their long-term financial objectives. You will work closely with internal research teams and product specialists to curate portfolios that balance risk and reward, ensuring our clients navigate volatile capital markets with confidence. By delivering high-touch advisory services, you will directly influence client retention and the growth of our assets under management, playing a pivotal role in shaping the financial legacy of our clientele.

Key Responsibilities:

- Develop and execute comprehensive wealth management strategies for high-net-worth clients to ensure their financial goals are met through disciplined asset allocation.

- Conduct rigorous fundamental analysis and financial modeling to evaluate investment opportunities, providing clients with data-backed rationale for portfolio adjustments.

- Monitor global and domestic capital markets to identify emerging trends, proactively advising clients on rebalancing their portfolios to mitigate risks and capture growth.

- Collaborate with cross-functional teams, including tax and estate planning experts, to provide a holistic advisory experience that addresses the multifaceted needs of our clients.

- Maintain deep, long-term relationships with existing clients by providing consistent portfolio reviews and transparent communication regarding performance and market outlooks.

Required Skillset:

- Proven expertise in financial analysis and fundamental analysis, with the ability to synthesize complex market data into actionable investment advice.

- Demonstrated proficiency in portfolio management and financial planning, specifically tailored to the unique requirements of high-net-worth individuals.

- Exceptional communication skills, enabling you to articulate intricate financial concepts to sophisticated clients and build lasting professional trust.

- Strong technical command of financial modeling tools to project outcomes and stress-test investment scenarios under various market conditions.

- A minimum of 5 - 8 years of experience in wealth management or private banking, showcasing a track record of managing significant client portfolios.

- A postgraduate degree in Finance, MBA, or professional certifications such as CFA or CFP are highly preferred for this position.

- Ability to thrive in a high-performance, on-site work environment in Bangalore, maintaining the agility required to respond to fast-paced market shifts.