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Investment Specialist
4 days ago
KEY RESPONSIBILITIESIdentify clients' investment needs through basic financial planning. Help to determine / validate client's risk appetite, investment preference and return expectations and document the same in the Investment Policy Statement.Provide detailed analysis of client's existing portfolio through portfolio reviews conducted ad hoc or at predefined frequencies. Ideate and provide / refer diverse recommended investment options through high quality investment proposals. Provide solutions for client's needs while ensuring product suitability.Closely monitor and ensure compliance to IPS / risk profile. Report deviations and recommend restructuring as per investment mandate and market conditions.Drive high quality engagement with the client and conduct meetings to review investment portfolio at periodic intervals.Prepare Pitch presentations for acquisition of new and prospective clients.Develop and maintain wide general knowledge of financial markets and products.Focus on portfolio performance than can lead to larger AUMs and wallet share with the client.Ensure implementation and adherence to appropriate systems and operational processes, especially related to SEBI (IA) Regulations, 2020.Build a performance oriented and client centric culture in the team.
QUALIFICATIONS AND ATTRIBUTES:Post-graduate qualification in FinanceCertified Financial Planner (CFP) or NISM XA and XB qualification8 or more years of relevant experience in wealth management. Prior experience in investment advisory / RIA setup would be an added advantageStrong analytical skills and knowledge of Capital MarketsStrong understanding of all asset classes and products including mutual funds, bonds and TPPExcellent communication and presentation skillsHigh level of proficiency in Excel and Power PointTeam work and collaboration
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Lead Specialist
1 day ago
Mumbai, India Marsh McLennan Full timeMercer's Investments business is a leading global provider of investment consulting and fiduciary management services. We offer customized advice and support at every stage of the investment decision, risk management and investment monitoring process.Investment Team is seeking candidates for the following position based in the Mumbai office:Lead Specialist...
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Lead Specialist
7 days ago
Mumbai, India Marsh McLennan Full timeMercer's Investments business is a leading global provider of investment consulting and fiduciary management services. We offer customized advice and support at every stage of the investment decision, risk management and investment monitoring process.Investment Team is seeking candidates for the following position based in the Mumbai office:Lead Specialist...
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Lead Specialist
1 month ago
Mumbai, India Marsh McLennan Full timeMercer's Investments business is a leading global provider of investment consulting and fiduciary management services. We offer customized advice and support at every stage of the investment decision, risk management and investment monitoring process. Investment Team is seeking candidates for the following position based in the Mumbai office:Lead Specialist...
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Lead Specialist
1 week ago
mumbai, India Marsh McLennan Full timeMercer's Investments business is a leading global provider of investment consulting and fiduciary management services. We offer customized advice and support at every stage of the investment decision, risk management and investment monitoring process. Investment Team is seeking candidates for the following position based in the Mumbai office: Lead...
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Lead Specialist
1 week ago
Mumbai, India Marsh McLennan Full timeMercer's Investments business is a leading global provider of investment consulting and fiduciary management services. We offer customized advice and support at every stage of the investment decision, risk management and investment monitoring process. Investment Team is seeking candidates for the following position based in the Mumbai office:Lead Specialist...
-
Lead Specialist
1 week ago
Mumbai, India Marsh McLennan Full timeMercer's Investments business is a leading global provider of investment consulting and fiduciary management services. We offer customized advice and support at every stage of the investment decision, risk management and investment monitoring process. Investment Team is seeking candidates for the following position based in the Mumbai office:Lead Specialist...
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Investments Data Analyst/Specialist
1 week ago
Mumbai, India Mercer Full timeMercer is seeking candidates for the following position based in the Mumbai office:MMGS – Investments Data Analyst/Specialist A Investments Data Analyst/Specialist will be expected to perform below list of activities We will count on you to:As a part of the Global Investment Data team, you will be required to –• Understand & Process complex data sets...
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Investments Data Analyst/Specialist
1 week ago
mumbai, India Mercer Full timeMercer is seeking candidates for the following position based in the Mumbai office: MMGS – Investments Data Analyst/Specialist A Investments Data Analyst/Specialist will be expected to perform below list of activities We will count on you to: As a part of the Global Investment Data team, you will be required to – • Understand & Process complex...
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Investments Data Analyst/Specialist
1 week ago
Mumbai, India Mercer Full timeMercer is seeking candidates for the following position based in the Mumbai office:MMGS – Investments Data Analyst/Specialist A Investments Data Analyst/Specialist will be expected to perform below list of activities We will count on you to:As a part of the Global Investment Data team, you will be required to –• Understand & Process complex data sets...
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