Organisation : TrustPlutus Function : Advisory Location : Mumbai Reports to : Head of Advisory Position Title : Sr Manager - Investment Strategist Qualifications - CFA / CA / CFP Work Experience (highlight) : - 5-9 years in Advisory role with Wealth Management firms Core Purpose of the Role : - Portfolio Review for TrustPlutus clients following an advisory process and try to achieve superior risk adjusted returns for client's portfolio. - Portfolio - Follow process and execute portfolio review in time bound manner - Implement advisory process accurately in all market situations and achieve client's objective, ensure growth in wallet share and growth of portfolio in existing clients - Timely Portfolio Review - Create / Update Investment Policy statement, Incorporate Investment Advisory Board views in portfolio, Create deviation report and suggest change in portfolio, Ensure accurate and timely delivery of advice - Create a new proposal, Accompany RM for client meeting, Do follow-up activity or enable RM to do the same - Regular communication of market update, Weekly investment call with entire team, Event update

Mumbai

Trust - Senior Manager - Investment Strategist - CA/CFA/CFP 

Trust - Senior Manager - Investment Strategist - CA/CFA/CFP  ,Job Description for Trust - Senior Manager - Investment Strategist - CA/CFA/CFP  in Trust Financial Consultancy Pvt Ltd in  Mumbai for (5-9) years of experience. Apply Now!

Job Description for Trust - Senior Manager - Investment Strategist - CA/CFA/CFP  in Trust Financial Consultancy Pvt Ltd in  Mumbai for (5-9) years of experience. Apply Now!