Investment Product Specialist - Wealth Management

About the Role:

We are looking for an Investment Product Specialist to support Wealth Managers in delivering investment solutions and providing high-quality investment guidance to HNI/UHNI clients.

The role requires strong knowledge of wealth management, investment products, financial markets and equity research, along with excellent client-engagement skills.

Key Responsibilities:

Client Engagement & Investment Support:

• Support Wealth Managers in raising funds from HNI/UHNI clients through technical and fundamental equity research.
• Provide investment support, education and guidance to clients, prospects and Relationship Managers.
• Share investment opportunities, research reports and relevant market updates.
• Engage with active clients and support efforts to activate dormant clients.
• Participate in HNI client meetings, seminars, events and regional visits.
• Assist in preparing quarterly client newsletters.

Market Research & Analysis:

• Research investment products, financial markets and economic trends.
• Track competitors' investment capabilities, products and pricing.
• Stay updated on regulatory changes and industry practices.

Financial Planning & Reporting:

• Assist in developing personalised financial plans based on client goals, risk tolerance and preferences.
• Prepare investment summaries, financial reports and portfolio performance reviews for client presentations.

Candidate Profile:

• Graduate/Postgraduate in any discipline.
• 3 - 6 years of relevant experience.
• Strong understanding of Wealth Management and Investment Products.
• Good knowledge of equity research and financial markets.
• Strong analytical and communication skills.
• Ability to work closely with Wealth Managers and HNI/UHNI clients.
• Customer-focused, adaptive, resilient and compliance-oriented.

Key Skills:

• Wealth Management
• Investment Products
• Equity Research
• Fundamental & Technical Analysis
• Financial Markets
• HNI/UHNI Client Engagement
• Investment Advisory Support
• Portfolio Analysis
• Financial Planning & Reporting
• Market & Economic Research

Locations: Mumbai & Chennai