Religare - Sr Investment Advisor/Consultant - Private Wealth

Job Description

Religare Private Wealth

Key Responsibilities:

Responsible for driving the advisory proposition for the branch/region mapped as per the SEBI prescribed guidelines

Ensure regular meeting with new and existing clients and conduct regular portfolio reviews for clients and also ensuring effective implementation of the same

To carry out scientific financial planning for the clients basis their financial goals, liabilities and other requirements

Understand all products on the approved list and be able to articulate recommendation and house view to clients

Contribute to the house view on direction of equity & debt markets

To stay ahead of the curve, recommend new asset classes to central team where clients might be expressing interest

Track competition and take great initiatives and come up with new and improved ideas for improving the advisory proposition

Build assets under advisory through effective implementation of the advisory proposition

Skills Requirements:

The candidate should have ideally worked in the wealth management space providing product/ portfolio advice to clients.

Good understanding of financial markets and various asset classes like MF, PMS, Structure Product, Private Equity, Insurance and Fixed Income

Proactive attitude and willingness to provide quality advice to Clients is essential to this role.

An MBA/CA/CFA/CFP is preferred, however candidates with different educational backgrounds would be considered.

Investment Advisors will be trained in portfolio construction; however basic knowledge in structuring portfolios is required.

Excellent communication and interpersonal skills are required as Investment Advisors will be meeting with clients.

Good presentation and writing skills