Torus Wealth - Investment Counselor

Investment Counselor

Specific Responsibilities:

- Create customized investment proposals for private banking clients based on a combination of in-house asset allocation framework, model portfolios and investor biases.

- Conduct portfolio review for prospects/existing clients to align portfolios to stated mandates as well as find cross sell opportunities.

- Automating proposal formats for standardized proposals

- Assist RMs in client meetings to present investment proposals/pitch investment products.

- Be responsible for RM targets and help them achieve the same.

- Have knowledge of products across MF, PMS, AIF, Structures, BOA, Insurance etc.

- Assist in non-core products like LAS, Insurance, Estate Planning

- Assist in setting up the Investment Advisory vertical for the business

Key Performance Indicators: No of proposals, no of meetings and conversions done by the IC

Qualifications: MBA in finance, CFP, CFA preferred