SBICAP Securities - Investment Counsellor - Wealth Management - HNI/UHNI

Hiring Investment Counsellor (Wealth)

Relevant Experience : 5-7 Years

Key Deliverables / Accountabilities :

- Financial Planning and Analysis

- Providing Investment avenues based on client risk profile and investment objectives

- Provide product / Market knowledge on regular basis.

- Portfolio analytics & reviews.

- Counseling clients on Investment options.

- Support Relationship Manager

- Dissemination of important investment information to clients

Functional Competencies :

- Financial Planning

- Analytical Skills

- Proficiency in MS Office

- Investment product knowledge across asset classes

Behavioural Competencies :

- Excellent Communication & Interpersonal skill

- Negotiation skill

- Result Oriented

- Persuasive & Selling Skills

- Good domain knowledge

Essential Educational & Experience Qualification :

- PG / MBA

- Preferred CFP / CFA / NISM Certificate

- Minimum of 5-7 years experience in the area of Investment and Liasioning HNI / UHNI Clients from reputed wealth Management / Private banking outfits.

- Flair for Relationship Management and Investment counselling

Relevant Experience : 5-7 Years

Nelson K.
HR
SBICAP Securities Ltd.