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.

Bangalore

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

Job Description for Vice President - Investment Counselor - IIM/FMS/MDI/XLRI/CA/CFA/CFP  in Suche in  Bangalore for (11-25) years of experience. Apply Now!