LOCAL CANDIDATES WILL ONLY BE CONSIDERED NISM certifications required. Investment Advisors provide qualitative, objective, unbiased investment advisory services to current and prospective clients. They provide Advisory support to Business Development and are responsible for coming up with quick and relevant supporting material for client engagements. This role also includes preparation of up-to-date stock/MF/Product recommendations, context/client specific sales collateral, and support on sales engagements for closure. Responsibilities and Accountabilities : - Provide Analytical support towards asset allocation calls made by the Investment Advisory Team and tactical allocation calls. - Ability to independently identify, analyze, put forth investment ideas, recommendations backed by high-quality research. - Fully proficient and knowledgeable as an expert in the tools, systems, and procedures required to accomplish the job. Provide investment-related technical input to support BD efforts and post-conversion client servicing. - Document and maintain up-to-date stock ideas & recommendations including a list of which client has been recommended what idea and when, with outcomes. - Participate in customer calls and events as necessary to promote clients services through presentations of Investment Advisory Services. - Over time develop the ability to serve as the point person for allocated client family(ies) as applicable and to support with portfolio monitoring - Periodic reviews for clients and execution of actionable post reviews - Ongoing portfolio monitoring

Bangalore

Principal Investments Advisor - Private Banking/Family Office 

Principal Investments Advisor - Private Banking/Family Office  ,Job Description for Principal Investments Advisor - Private Banking/Family Office  in COE Solution in  Bangalore for (10-14) years of experience. Apply Now!

Job Description for Principal Investments Advisor - Private Banking/Family Office  in COE Solution in  Bangalore for (10-14) years of experience. Apply Now!