Investment Counselor

Job Description

Role & responsibilities

- Assist in the investment portfolio asset allocation of customers.
- Allocation between different asset classes & subclasses.
- Decisions on products with the asset / sub-asset class.
- This will require a good understanding of the various investment products including mutual funds, bonds, money market instruments, equity, alternative products, etc.
- Meeting/interaction with the respective RM and the client
- Monitor specific portfolios (HNWIs / Corporates)
- Reallocate these portfolios as and when the requirement for risk management or sales opportunity comes up.
- Coach RM teams on the latest products and research available, including
- Conduct the market update calls for the RMs on a regular basis
- Source / Evaluate investment products for distributing to the HNW client base of the bank
- Client calls (along with the RM) to educate, provide details and source investments in these products
- Regular interaction with the product providers for product updates, market feedback, etc. and internally communicate the same

Knowledge Requirement:

- Knowledge of all the Asset classes - Equity, Fixed income, Structured Products, Real Estate, Commodities, and International Markets.
- In-depth knowledge of Wealth Management products - Mutual Funds, Portfolio Management Service Providers,
- Alternative Investment Funds, Listed Investments & Insurance.
- Knowledge of taxation, and tax implications for various investment products.

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