Investment Counselor - Wealth Management

Role: Investment Counsellor

Locations: Hiring for Pan India Locations

Role Overview

The Investment Counsellor collaborates closely with clients to assess their financial goals, risk tolerance, and investment preferences.

Key Responsibilities

- Client Assessment: Evaluate clients' financial situations, risk appetites, and investment goals to formulate tailored investment plans.

- Strategy Development: Design and implement personalized investment strategies, considering asset allocation and diversification to optimize returns.

- Portfolio Management: Monitor and adjust client portfolios in response to market movements, ensuring alignment with clients' objectives.

- Market Research: Stay abreast of global economic trends, financial markets, and investment products to provide informed advice.

- Client Communication: Conduct regular meetings to review portfolio performance, discuss market developments, and refine investment strategies.

- Regulatory Compliance: Ensure all investment activities comply with regulatory standards and ethical practices.

- Team Collaboration: Work in tandem with relationship managers, analysts, and other financial professionals to deliver comprehensive wealth management solutions.

Qualifications

- Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field.

- Certifications: Professional designations such as Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) are highly preferred.

- Experience: A minimum of 5-10 years in investment advisory or portfolio management, with a proven track record of managing HNWI/UHNWI clients..