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28/07 HR
HR at Spark Private Wealth

Views:1371 Applications:152 Rec. Actions:Recruiter Actions:69

Spark Capital - Portfolio Counsellor/Investment Counsellor - Equities (5-10 yrs)

Mumbai Job Code: 1294504

About us

Spark Family Office and Investment Advisors (India) Private Limited, or Spark Private Wealth, is a subsidiary of Spark Capital Advisors (India) Limited. We extend the core DNA of Spark Capital - Knowledge, Integrity, Trust & Transparency - to help Affluent Families, Business Owners / Promoters, Family Offices, New Age Entrepreneurs and CXOs to navigate a world full of opportunities and risks.

We offer products and services designed to help them seamlessly create, preserve, and transition their wealth across their generations. Our offerings are backed with a robust Investment Policy Framework which is backed by best-in-class research and superior execution to pick future winners well ahead of our competition.

https://www.sparkadvisors.in/about-us

Role and Responsibilities:

- Be the subject matter expert on Equity Investing

- Review & advise clients on their equity portfolio and structuring / restructuring as required based on inhouse research or PMS recommendations for NDPMS clients

- Structure and design portfolios after analyzing fundamentals of companies across sectors and market Cap

- Contribute towards investment committee ideas

- Coordinate with research team for advice/review of portfolio for top customers on regular basis.

- Target clientele - Family Offices, Super HNIs and High Frequency Traders

- Share research recommendations, macro-economic outlook and views on equity markets and different sectors with clients

Person Specifications:

- Educational Qualification: CA or CFA/pursuing CFA or MBA from Tier I institute

- Minimum experience of 5-10 years in Equity Advisory with HNI / UHNI Client Segment

- Excellent advisory knowledge across Indian Equity Markets and Sectors

- Excellent spoken and written communication skills in English Language

- Passionate about equity markets and updated with global economic trends affecting client portfolio

- Should be well versed with equity markets and trading strategies

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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