Kotak Mahindra - Investment Advisor - CA/CFA/IIM/ISB/MDI/FMS

Investment Advisor (8-10 Yrs)

Job Role

- Manage the financial planning and investment advisory process for HNI, UHNI and Family Office clients

- Understand client risk profile and investment objectives and suitably advise clients on asset allocation and investment options across all asset classes - Equity, Fixed Income & Alternates

- Regular engagement with clients covering market events and impact on their portfolios and dynamic restructuring of the same with changing market conditions

- Detailed discussions on house views, asset allocation and performance benchmarking analysis of client portfolios on a predefined frequency

- Monitor portfolio investment policy statement (IPS) and report deviations. Ensure portfolios are aligned to the IPS to capitalize on prevailing opportunities without compromising on investment objectives

- Focus on portfolio performance leading to increase in AUM and wallet share with the client

Job Requirements

Qualification - MBA from Tier 1 B-School or CA or CFA

Experience - Overall relevant work experience of at least 5 years

Other Requirements:

- Good understanding of investment ideas across equities, fixed income and alternates from a client suitability standpoint

- Understanding of investment products and asset allocation methodologies

- Sound Understanding of financial markets and keenness to stay updated

- Being up to date with current market trends, fund performances, investment products and competition product offerings

- Excellent written and oral communication skills. Should be able to articulate investment strategy to clients with supporting rationale