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Practice Lead at Randstad India
Views:478 Applications:115 Rec. Actions:Recruiter Actions:110
VP - Investment Counselor - Private Wealth (8-15 yrs)
Company : Private Wealth Management
Function : Advisory / Counselor
Profile :
- Follow process and execute portfolio review in time bound manner
- Improve quality of client interaction by updating client on his portfolio, its performance and updating on various asset classes
- 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
- Regular communication of market update, Weekly investment call with entire team, Event update
Looking for candidates with experience min 8 years experience in investment counselor role
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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