RECRUITMENT OF SPECIALIST CADRE OFFICERS IN SBI ON CONTRACT BASIS FOR WEALTH MANAGEMENT BUSINESS

ADVERTISEMENT NO : CRPD/SCO-WEALTH/2022-23/14

State Bank of India invites Online application from Indian citizen for appointment to the following Specialist Cadre Officers posts. Candidates are requested to apply Online through the link given on Banks website https://bank.sbi/careers or https://www.sbi.co.in/careers

Post - Investment Officer

Nature of Engagement - Contractual

Age in years As on 01/04/2022 - 28-40 years

Selection Process - Short listing, one or more rounds of personal/Telephone/Video Interview & CTC negotiation

Place of Posting- (Suggested) - Various e-Wealth Centres/Hubs Pan India

Educational Qualifications (As on 01.04.2022) :

- Graduates / Post Graduates from Government recognized University or Institution.

- Mandatory : Certification by NISM/CWM (as on 01/04/2022)

- Preferred: CA/CFP (as on 01/04/2022)

Post-Qualification Experience (As on 01/04/2022) :

- Minimum 5 years of post-qualification experience as an investment advisor/counsellor/part of product team in Wealth Management organization.

Specific Skills required (if any) :

- Good knowledge of investments and markets across asset classes.

- Experience in managing and advising client portfolios.

- Good knowledge of asset allocation and re-balancing techniques.

- Superior presentation skills & other core competencies like leadership and team work.

- Experience in products of fixed income, equity & alternate markets.

JOB PROFILE :

- Advising clients on range of financial services products

- Wide ranging experience across categories such as: MF, FI, Structured Products, Discretionary Portfolios

- Strong focus on due diligence, quantitative technique and asset allocation

Key Responsibility Areas :

- Assisting the Relationship Manager in providing expert opinion regarding investments

a. Work closely with RMs for creation and implementation of their financial plans

b. Research and investigate new investment opportunities to determine relevance for clients

c. Advising the customers on the right investment products based on their needs and Improving customers understanding of complex and structured products. Answer clients' questions about the purposes and details of financial plans and strategies referred to by RMs.

d. Research / create house view on investment products and market.

e. Coaching and regularly updating the RM team on latest developments and investment products

- Wealth Management

a. Do a Financial Needs Analysis and Risk Profiling for the customers in the portfolio.

b. Periodic Portfolio reviews for all customers

- Compliance

a. Ensure AMFI, IRDA and NISM certification

b. Any other matter, as may be entrusted by the Bank from time to time

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