Investment Portfolio Specialist

1 day ago

Kollam, Kerala, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 25,00,000
Role Overview:

The Investment Counsellor is a key position within an organization, responsible for providing bespoke investment and financial planning services to clients.

Key Responsibilities:
  1. Client Consultation and Relationship Management:
    • Conduct thorough consultations with clients to understand their financial objectives, risk tolerance, investment preferences, and time horizons.
    • Develop and maintain strong relationships with clients, serving as their primary point of contact for investment-related inquiries and advice.
    • Regularly review and update clients' investment portfolios to ensure alignment with their evolving financial goals and market conditions.
  2. Investment Strategy Development:
    • Create customized investment strategies and asset allocation plans based on clients' objectives, risk profiles, and financial situations.
    • Utilize financial modelling and forecasting tools to analyse investment opportunities and recommend appropriate investment products.
    • Stay informed about market trends, economic conditions, and investment products to provide up-to-date and relevant advice.
  3. Portfolio Management:
    • Oversee clients' investment portfolios, including monitoring performance, rebalancing, and making adjustments as necessary.
  4. Compliance and Reporting:
    • Ensure all investment recommendations and transactions comply with regulatory requirements and organizational policies.
    • Prepare and present regular performance reports and updates to clients, including performance metrics, market insights, and portfolio changes.
    • Maintain accurate and detailed records of client interactions, transactions, and portfolio changes.
  5. Client Education and Communication:
    • Educate clients on investment concepts, market trends, and financial planning strategies to help them make informed decisions.
    • Provide clear and timely communication regarding investment performance, market developments, and potential impacts on clients' portfolios.
    • Organize and lead client seminars, workshops, and informational sessions on relevant investment topics.
  6. Collaboration and Teamwork:
    • Work closely with other financial professionals, such as financial planners, tax advisors, and estate planners, to provide comprehensive wealth management solutions.
    • Participate in team meetings and contribute to the development of investment strategies and best practices.
    • Assist in mentoring and training junior staff or new team members as needed.
Qualifications:
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field. Master's degree or professional certification (e.g., CFA, CFP) preferred.
  • Minimum of 3-5 years of experience in investment management, financial planning, or a related field.
  • Strong analytical and problem-solving skills with a deep understanding of financial markets and investment products.
  • Excellent interpersonal and communication skills, with the ability to build and maintain strong client relationships.
  • Proficiency in financial software, portfolio management systems, and Microsoft Office Suite (Excel, PowerPoint, Word).
  • High level of attention to detail and accuracy in financial analysis and reporting.
  • Personal Attributes: Integrity, professionalism, and a client-centric approach. Ability to handle confidential information with discretion.

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