Vice President - Investment Counselor - IIM/FMS/MDI/XLRI/CA/CFA/CFP

Location - Bengaluru, Full Time from office

5 days work week; excellent MNC culture

Female Candidates Preferred but not mandatory

MBA tier 1 Institute with Finance at core ; CA, CFA, CFP & any qualification relevant to wealth planning, wealth management, Asset management industry will be preferred

Target Pay - Not Exceeding 45 Lakhs per annum + Bonus

- To provide high quality guidance on multiple asset classes to HNI UHNI clients

- To take complete ownership of the portfolio, Monitor & Regular reviews

- Mail recommendations, Trigger Transactions

- Prepare & conduct reviews at agreed upon frequency in the standard template and summarize review points in a mail

- Reply to any portfolio related queries e.g share opinion on 3rd party products

- Effectively pitch the entire product suite e.g. Direct Equities, PMS, Mutual Funds, Real Estate MLDs, Unlisted, AIFs, Will & Estate Planning Services, Succession Planning

- Work with wealth Managers to develop and manage new client relationships.

- Coach wealth Managers on the latest products for effective sales pitch

- Take active part in the internal forums to jointly arrive at house views across asset classes and formulate appropriate investment strategies.

- Suggest new product ideas to Investment Committee and participate in ad-hoc projects as appropriate.

- Continually seek to enhance investment platform in line with evolving market developments including automation initiatives, building process efficiencies and driving changes needed to comply with any regulatory changes

- Extensive communication and stakeholder management internally across front office & investments team and externally with clients & prospects.

- Managing a healthy relationship with AMCs and organize fund manager interactions

- Regular interaction with the product providers for product updates, market feedback, etc. and internally communicate the same

- Ensure that all activities and duties are carried out in full compliance with regulatory requirements.

- Record keeping of various documents, details etc as per internal policies / regulations.