Wealth Management Role - Portfolio Advisory

We have an urgent opening for the role of Wealth Management - Portfolio Advisory with a leading Wealth Management company.

Looking for 3+ years of experience in Client Management, Analytics Skills, Understanding of Market, Product Focused.

Job role -

- Understand the overall strategy of the firm with respect to each asset class including Equity, Debt, and Alternative Investments and further update understanding through secondary research on asset classes and specific financial products.

- Perform periodic investment portfolio reviews including attribution analysis & benchmarking and present the same by way of presentations / proposals.

- Good understanding of financial concepts and portfolio theory

- Familiarity with practical aspects of capital markets- behavior and various investment products/solutions based on the same

- Excellent oral and written communication skills, including comfort in discussing investment and financial concepts with Ultra High Net Worth individuals.

- Proficiency in calculation related to financial metrics for example XIRR, CAGR, WACC