
Strategic Wealth Advisor
2 days ago
We are seeking an experienced Investment Product Specialist to join our team. As a key member of our organization, you will play a critical role in helping us achieve our goals.
The ideal candidate will have a sound knowledge of wealth management principles and practices. You will be responsible for assisting in the raising of funds from high net worth individuals (HNI) and ultra-high net worth individuals (UHNI) clients through technical fundamental research for equities and advising them on suitable investment opportunities.
You will also be responsible for regular meetings with active clients, converting dormant clients into active ones, and working closely with wealth managers to ensure seamless delivery of services.
Additionally, you will be expected to maintain current knowledge of competitors' investment capabilities, product offerings, and pricing policies to provide valuable insights to our clients and relationship managers.
Key Responsibilities:
- Assist in the raising of funds from HNI/UHNI clients through technical fundamental research for equities.
- Regular meetings with active clients to convert dormant clients into active ones.
- Work closely with wealth managers to ensure seamless delivery of services.
- Maintain current knowledge of competitors' investment capabilities, product offerings, and pricing policies.
Requirements:
- Bachelor's/Master's degree in Finance, Economics, or related field.
- Relevant certifications such as AMFI/NISM/IRDA.
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