About the Role:
We are looking for an Investment Product Specialist to support Wealth Managers in delivering investment solutions and providing high-quality investment guidance to HNI/UHNI clients.
The role requires strong knowledge of wealth management, investment products, financial markets and equity research, along with excellent client-engagement skills.
Key Responsibilities:
Client Engagement & Investment Support:
- Support Wealth Managers in raising funds from HNI/UHNI clients through technical and fundamental equity research.
- Provide investment support, education and guidance to clients, prospects and Relationship Managers.
- Share investment opportunities, research reports and relevant market updates.
- Engage with active clients and support efforts to activate dormant clients.
- Participate in HNI client meetings, seminars, events and regional visits.
- Assist in preparing quarterly client newsletters.
Market Research & Analysis:
- Research investment products, financial markets and economic trends.
- Track competitors' investment capabilities, products and pricing.
- Stay updated on regulatory changes and industry practices.
Financial Planning & Reporting:
- Assist in developing personalised financial plans based on client goals, risk tolerance and preferences.
- Prepare investment summaries, financial reports and portfolio performance reviews for client presentations.
Candidate Profile:
- Graduate/Postgraduate in any discipline.
- 3 - 6 years of relevant experience.
- Strong understanding of Wealth Management and Investment Products.
- Good knowledge of equity research and financial markets.
- Strong analytical and communication skills.
- Ability to work closely with Wealth Managers and HNI/UHNI clients.
- Customer-focused, adaptive, resilient and compliance-oriented.
Key Skills:
- Wealth Management
- Investment Products
- Equity Research
- Fundamental & Technical Analysis
- Financial Markets
- HNI/UHNI Client Engagement
- Investment Advisory Support
- Portfolio Analysis
- Financial Planning & Reporting
- Market & Economic Research
Locations: Mumbai & Chennai
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