Investment Counselor - Family Office/UHNI/Corporate Treasuries - Wealth Management Firm

Experience range: 7-8 years

Salary range: 18 to 27 lakhs per annum

Location: Mumbai only (Santa cruz east, Mumbai-400098)

Job description:

To advise large Family Office/UHNI/Corporate Treasuries on their overall investment portfolio and act like a portfolio manager who can also perform sales. Would be required to engage with clients at a portfolio level, and advise on Mutual Funds and overall asset allocation.

Required Candidate profile :

We seek Investment Counselors for a Wealth Management Company. An ideal candidate is expected to be well-versed in selling Mutual funds. It is good to have worked in a fintech company dealing with AMC, Broking, Investment Banking, Mutual Funds, and wealth Management.

Job Title/Role: Investment Counselor

Industry Type: Financial Services (Broking)

Department: BFSI, Investments & Trading

Employment Type: Full Time, Permanent

Mode of work: On site (Alternative Saturdays off)

Role Category: Trading, Asset & Wealth Management, Investment Advisory

Education: Any Graduate/Marketing & Sales/CFA/MBA Finance/Economics/Statistics/Commerce with certifications related to Investment Advisory and Investment Counselling such as NISM.

Key Skills: Investment Counselors & Sales, Investment advisor in marketing, shares, AMC, stocks, bonds, Mutual Funds, Broking, Equity, Financial Advisory, Wealth Management, Investment Advisory

About Company: Experentia Marketing Services LLP

Company Info

Address: Dani Corporate Park, Kalina, Santacruz East, Mumbai-400098, Maharashtra