Investment Advisor

5 days ago

Bengaluru, Karnataka, India Nuvama Private Full time

The Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company.

Role:


• Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in scaling up their revenues.


• Providing tailored financial plans, addressing client needs and goals and conducting periodical portfolio reviews.


• Actively supporting RMs in pitch meetings and client onboarding


• Enhance understanding of asset classes, risk metrics and market trends.


• Should possess skills in client presentations and relationship management.


• Relevant mandatory certifications such as NISM XA, XB and CFA/CFP are preferred.


• Minimum 12 years of work-ex required in BFSI

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