Hiring for Investment Advisory

2 weeks ago


Mumbai, India Skillventory Full time

**Hiring For Investment Advisory : Investment Advisor : Mumbai**:

- From 5 to 8 year(s) of experience
- ₹ Not Disclosed by Recruiter
- Mumbaior

**Roles and Responsibilities**

Job Role:

- 1. Manage the financial planning and investment advisory process for HNI, UHNI and Family Officeclients
- 2. Detailed performance analysis of client portfolios, and dynamic restructuring of the same withchanging market conditions, on predefined frequency - asset allocation, performancebenchmarking, portfolio deviation
- 3. Ensuring portfolios are aligned to the investment policy / risk profiles to capitalize on prevailingopportunities without compromising on investment objectives
- 4. Monitor portfolio Investment Policy Statement (IPS) and report deviations
- 5. Focus on portfolio performance leading to increase in AUM and wallet share with the client
- 6. Regular client interaction
- 7. Assist team in strategically important projects for the Advisory business- Job Requirements:

- 1. High understanding of investment ideas across equities, fixed income and alternates from a clientsuitability standpoint
- 2. Understanding of investment products and asset allocation methodologies
- 3. Sound Understanding of financial markets and keenness to stay updated
- 4. Being up to date with current market trends, fund performances, investment products andcompetition product offerings
- 5. Excellent written and oral communication skills. Should be able to articulate investment strategy toclients and give supporting rationale
- 6. Comfortable working on Excel and PowerPoint- Ideal work experience:
equity/debt/alternates- Role:_Investment Advisor
- Salary:_ Not Disclosed by Recruiter
- Industry:_Banking
- Department:_BFSI, Investments & Trading
- Role Category:_Trading, Asset & Wealth Management
- Employment Type:_Full Time, Permanent
- Key Skills- Wealth ManagementFinanceAsset AllocationEquityFinancial PlanningAsset ManagementInvestment AdvisoryFamily OfficeFinancial MarketsInvestment ProductsEducation
- PG:_MBA/PGDM in Any Specialization,CA in Any Specialization

**Company Profile**:
SKILLVENTORY
- RPO- Recruiter Name:_Sarika Khodre
- Contact Company:_SKILLVENTORY
- Telephone:_
+91-XXXXXXXXXX


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