Investment Counselor/Private Wealth Manager

Job Title: Investment Counsellor / Private Wealth Manager

The company provides a variety of financial services including equity trading, derivatives/commodities trading, Mutual Funds, PMS, AIFs, IPOs (Initial Public Offerings), Real Estate etc.

Responsibilities/KPIs:

- Develop and maintain strong, trusted relationships with HNI/UHNI clients.

- Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios.

- Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation and market developments to identify opportunities & risks.

- Stay abreast of industry best practices, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to clients.

- Acquire new clients (via references from existing clients & open market) and Increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews.

- Accountable to achieve annual targets on AUM & revenue in the respective geography. Aiming for consistent growth of customer wallet share and book size.

- Participate in client meetings, presentations, and educational seminars to showcase the firm's capabilities and expertise.

Qualifications:

- Must have completed an MBA from a premier business school. CFP, CWM, NISM or other relevant certifications preferred.

- Minimum of 5 years of experience in investment management, wealth advisory, or related financial services roles.

- Good communication & presentation skills. English is mandatory and a command of the local language would be beneficial.

- Proven track record of successfully managing investment portfolios for HNI/UHNI clients.

- Deep understanding of financial markets, investment products & asset allocation framework.

- Strong interpersonal and communication skills, with the ability to build rapport with clients, articulate investment concepts, and deliver compelling presentations.

- Ability to work independently, prioritize tasks, and manage multiple client relationships in a fast-paced, dynamic environment.

- Demonstrated commitment to ethical conduct, fiduciary responsibility, and compliance with regulatory requirements.