Investment Counselor - Wealth Management - Bank

- IC typically caters to top 30% of RM's client base

- ICs role is to understand client's risk appetite and needs of client. Due to better understanding of markets & products, IC helps RM provide appropriate solutions

- IC helps drive business / sales on monthly based on discussion with RMs

- IC works closely with the product team to understand various product offerings and how it can be positioned in client portfolios

- Regular client / prospect meeting incl. corporates

- Preparing holistic portfolio analytics presentation for clients / prospects

- Preparing customised plans which include Investment Plans, Retirement Plans etc

- Role is to do farming ie increasing wallet share by providing value add with clients

- To undertake research & above activities various tools such as Bloomberg, Reuters, CRISIL Research, ICRA, Capitaline etcare being used

- Close co-ordination with various teams within the bank for interest rate and macro economic inputs

- Interactions are conducted with external global and local fund managers, market counterparties to construct views and assess investment strategies