Investment Advisor - Wealth Management

Role Overview:

Our client is looking for a candidate as an Investment Advisor or Investment counsellor only from the wealth management industry.

The role entails an opportunity to build scale in the wealth management service by working with clients across asset classes - Equity, Debt, Alternate Equity, Alternate Debt and others.

Key Responsibilities:

• Analyse clients' investment needs, understand risk appetite and formulate strategies for the same.
• Analyse investment portfolios and make necessary changes based on market trends.
• Assist Relationship Managers in acquiring new to the firm clients and ensure growth of Assets and Revenue.
• Additionally, analyze and support teams with product specific queries and manage relationship with product manufacturers.

Ideal Candidate Profile:

• An ideal candidate should have worked in a wealth management firm in counselling or advisory capacity.
• Should be well versed with the financial instruments Equity, Debt, Alternate Equity, Alternate Debt, Offshore Investments, REITs, InVIT's, NCD, MLD, etc.
• Have high level of relationship management mindset along with good analytical skills, verbal and written communication.