Investment Advisory – Wealth Management
6 days ago
Position Title : Sr Manager / AVP
Function: Advisory
Location: Mumbai
Qualifications:
CFA must, preferably with CA professional qualification OR MBA with specialization in Finance (Full Time, premium B schools)Work Experience (highlight) :
5-7 years in Advisory role with Wealth Management firmsCore Purpose of the Role :
Providing investment advice to clients following an advisory process and try to achieve superior risk adjusted returns for client’s portfolio. Enabler to relationship team with domain expertise and investment knowledge. Portfolio – Follow process and manage client portfolio which includes Quarterly review , Portfolio Decisions and client communication Client advise – Improve quality of client interaction by updating client on his portfolio, its performance and updating on various asset classes Implement advisory process accurately in all market situations and achieve client’s objective, ensure growth in wallet share and growth of portfolio in existing clients Timely Portfolio Review – Create / Update Investment Policy statement, Incorporate Investment Advisory Board views in portfolio, create deviation report and suggest change in portfolio, Ensure accurate and timely delivery of advice Regular communication of market update, Weekly investment call with entire team, Event update.-
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