Head of wealth

2 weeks ago

New Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full time
JOB DESCRIPTION:
Based in New Delhi, the person will join two other colleagues in our Wealth Advisory business and will be involved in researching the investment products, building and monitoring customized portfolios for the clients, and interacting with the clients regularly to support their requirements.
Nature of work
 Research a whole gamut of investment products across various asset classes
 Prepare and maintain investment/portfolio sheets for clients
 Discuss portfolio performance with the clients in the quarterly meetings
 Maintain detailed meeting notes of the meetings and execute follow-ups on a timely basis
 Interact with clients - mostly UHNIs - on their queries
 Liaison with custodians, banks and third party PMS, AIFs, etc. to implement the portfolio strategy for the clients
 Compute advisory fees quarterly
 Liaison with clients’ CAs during tax filing period
QUALIFICATIONS:
 Excellent written and oral communication skills
 Very well versed in MS Excel
 An eye for detail and a can-do attitude are MUST
 Candidate must be eager to learn and grow in the role to take lead roles in client relationship
 Should possess strong problem solving, analytical and time management skills
 Keen interest in capital markets and investments will be an added advantage
 Related work experience of 5 to 10 years role in the financial sector
 Graduate/Post graduate in commerce/business studies. CA and/or CFA (Level 2 or 3) is a MUST

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