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25/08 Jayashree
VP-Talent Acquisition at Jaden Executive Search

Views:249 Applications:34 Rec. Actions:Recruiter Actions:33

Relationship Manager - Investment Advisor (8-12 yrs)

Mumbai/Bangalore/Delhi NCR/Delhi/Kolkata Job Code: 1145411

RM- Investment Advisor


Job Role:

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

2. Detailed performance analysis of client portfolios, and dynamic restructuring of the same with changing market conditions, on predefined frequency ; asset allocation, performance benchmarking, portfolio deviation

3. Ensuring portfolios are aligned to the investment policy / risk profiles to capitalize on prevailing opportunities without compromising on investment objectives

4. Monitor portfolio Investment Policy Statement (IPS) and report deviations

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

6. Regular client interaction

7. Assist team in strategically important projects for the Advisory business

Job Requirements:

1. High understanding of investment ideas across equities, fixed income and alternates from a client suitability standpoint

2. Understanding of investment products and asset allocation methodologies

3. Sound Understanding of financial markets and keenness to stay updated

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

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

6. Comfortable working on Excel and PowerPoint

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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