Investment Counsellor
6 hours ago
**Job Title: Investment Counsellor / Private Wealth Manager**
**Position Overview**:
We are seeking a dynamic and experienced Investment Counsellor to join our team. As an Investment Counsellor, you will be responsible for providing sophisticated investment advice and curated solutions to HNI/UHNI clients.
- Develop and maintain strong, trusted relationships with HNI/UHNI clients.
- Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios.
- Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation and market developments to identify opportunities & risks.
- Stay abreast of industry best practices, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to clients.
- Acquire new clients (via references from existing clients & open market) and Increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews.
- Accountable to achieve annual targets on AUM & revenue in the respective geography. Aiming for consistent growth of customer wallet share and book size.
- Participate in client meetings, presentations, and educational seminars to showcase the firm's capabilities and expertise.
**Qualifications**:
- Must have completed an MBA from a premier business school. CFP, CWM, NISM or other relevant certifications preferred.
- Minimum of 5 years of experience in investment management, wealth advisory, or related financial services roles.
- Good communication & presentation skills. English is mandatory and a command of the local language would be beneficial.
- Proven track record of successfully managing investment portfolios for HNI/UHNI clients.
- Deep understanding of financial markets, investment products & asset allocation framework.
- Strong interpersonal and communication skills, with the ability to build rapport with clients, articulate investment concepts, and deliver compelling presentations.
- Ability to work independently, prioritize tasks, and manage multiple client relationships in a fast-paced, dynamic environment.
- Demonstrated commitment to ethical conduct, fiduciary responsibility, and compliance with regulatory requirements.
**Location**:Mumbai, Pune, Hyderabad, Bangalore, Delhi, Chennai, Coimbatore, Kolkata, Nasik, Cochin, Thrissur, Palakkad, Kollam, Kottayam, Trivandrum & Calicut.
Pay: ₹250,000.00 - ₹500,000.00 per month
**Education**:
- Master's (preferred)
**Experience**:
- total work: 6 years (preferred)
- Wealth management: 5 years (preferred)
Work Location: In person
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