Guardian Capital Investment Advisors

3 days ago

Hyderabad, India GCIA Full time

We're hiring - Senior Manager, Investment AdvisoryGuardian Capital, recognized as the "Best Investment Advisory Firm across India" by CNBC TV18, is currently hiring for the role of Senior Manager, Investment Advisory.What You'll Get:1. Fast-paced career growth with strong increments & promotions2. Direct exposure to HNI & UHNI clients3. A fun, fulfilling, and impact-driven work environmentWhat You'll Do:1. Strengthen and manage relationships with HNI & UHNI clients2. Conduct regular client reviews to align with financial goals & preferences and manage client's portfolios. 3. Track investment performance and engage in fund manager discussionsIdeal Candidate: Candidates with a Master's degree in Business Administration (Finance, or related field) and CA/CFA/CFP, pursuing or NISM Investment Advisory-A & B tests, NISM VA, XXI 1: Research1. Track the performance of invested funds.2. Attend fund manager calls to reconcile internal research with their opinions and understand the framework.Pillar 2: Financial Planning1. Develop financial plans and deliver presentations to clients as needed.2. Collaborate with team leaders to gather data.3. Maintain and update client data, and revise plans annually or as needed in response to significant changes.Pillar 3: Client Service1. Analyse and manage the client's portfolio. 2. Obtain necessary documents and supplementary information from clients or team leaders during onboarding.3. Conduct purchase cost analyses upon request.4. Conduct regular meetings with clients and address their inquiries and resolve issues as needed.Salary Range:Freshers: 8 to 10 lac pa (excluding bonus)Relevant work experience: 10-12 lac pa (excluding bonus)Mode of work: Work from the office (5 days a week)Location: Jubilee Hills, HyderabadBond: Two yearsJoin Guardian Capital and build a rewarding career while helping clients achieve their financial goals (ref:iimjobs.com)

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