Investment Product Specialist - Wealth Management - Banking/Financial Services

Job Purpose:

We are looking for a Wealth Management professional to support Relationship Managers in managing HNI/UHNI clients, providing investment insights, market research, and personalized wealth solutions.

Key Responsibilities:

• Support RMs in managing and engaging with HNI/UHNI clients.
• Conduct fundamental and technical research on equities and investment products.
• Identify and communicate suitable investment opportunities to clients and RMs.
• Help convert dormant clients into active clients through regular engagement.
• Participate in client meetings, regional visits, seminars, and events.
• Prepare research reports, investment summaries, and portfolio performance reports.
• Support financial planning based on client goals and risk profile.
• Track market trends, competitors, products, pricing, and regulatory updates.
• Work with internal teams to ensure smooth and quality client servicing.

Qualification and Experience:

• Graduate/Postgraduate in any discipline.
• 3 - 6 years of experience in Wealth Management / Investment Advisory / Financial Services.
• Strong knowledge of Equity, Mutual Funds, PMS, AIF, Bonds and other investment products.
• Strong analytical, communication, and client-handling skills.
• Experience working with HNI/UHNI clients preferred.

Key Competencies:

Ownership, Customer Focus, Analytical Skills, Adaptability, Compliance, Resilience, and Technology Orientation.