Role Title: Investment Specialist

Job Level : Mid-level Managerial

About the role:

The Investment Advisor provides personalized investment advice to clients, focusing on long-term financial planning and wealth management. Investment Advisors take a holistic approach to financial planning and wealth management. Investment Advisors build long-term relationships with clients, offering comprehensive financial planning services. Investment Advisors typically have broader responsibilities, including estate planning and tax considerations.

Key Responsibilities:

- Understand client risk and return profile, identify investment opportunities, provide suitable solutions and ensure periodic investment portfolio review.

- Keep abreast with developments in global markets, investment products and opportunities.

- Liaise with central research / advisory / product teams / business divisions for identifying opportunities to cater to clients requirements.

- Work closely with the RM team to convert clients on investment advisory.

- Share with the client or prospective client house views on various asset classes.

- Showcase investment products to clients which may be of interest for them, or which are on the approved list.

- Explaining key risks and other features of products in which the client wishes to invest and updating the client on the same post sales.

- Assist the client in aligning his investments as per his needs and risk appetite in line with dynamic asset allocation.

- Broad understanding of financial products like Mutual funds, ETF, Structured products, PMS, AIF, etc.

Key Qualifications & Skills:

- Educational Qualification: MBA mandatory with minimum 5 years of experience. AMFI and NISM Certification as required by regulator from time to time.

- Communication: Excellent oral and written communication skills.

- Interpersonal Skills: Excellent relationship-building and interpersonal skills to foster trust and confidence with clients.

- Strategic Thinking: Ability to develop long-term financial strategies tailored to clients' unique needs.

- Financial Expertise: Extensive knowledge of investment products, financial markets, and financial planning principles.

- Analytical Skills: Ability to analyse financial data and market trends to inform investment decisions.

- Portfolio Performance: Track the performance of clients' investment portfolios relative to benchmarks and goals.

- Business Growth: Evaluate the acquisition of new clients and the expansion of existing client relationships.

- Client Relationship Management: Build and maintain strong relationships with clients, understanding their long-term financial goals and needs.