Investment Product Specialist - Wealth Management - Banking/Financial Services

Job Purpose:

We are looking for a Wealth Management professional to support Relationship Managers in managing HNI/UHNI clients, providing investment insights, market research, and personalized wealth solutions.

Key Responsibilities:

- Support RMs in managing and engaging with HNI/UHNI clients.

- Conduct fundamental and technical research on equities and investment products.

- Identify and communicate suitable investment opportunities to clients and RMs.

- Help convert dormant clients into active clients through regular engagement.

- Participate in client meetings, regional visits, seminars, and events.

- Prepare research reports, investment summaries, and portfolio performance reports.

- Support financial planning based on client goals and risk profile.

- Track market trends, competitors, products, pricing, and regulatory updates.

- Work with internal teams to ensure smooth and quality client servicing.

Qualification and Experience:

- Graduate/Postgraduate in any discipline.

- 3 - 6 years of experience in Wealth Management / Investment Advisory / Financial Services.

- Strong knowledge of Equity, Mutual Funds, PMS, AIF, Bonds and other investment products.

- Strong analytical, communication, and client-handling skills.

- Experience working with HNI/UHNI clients preferred.

Key Competencies:

Ownership, Customer Focus, Analytical Skills, Adaptability, Compliance, Resilience, and Technology Orientation.