Hiring for Investment Advisory

3 days ago

Mumbai, India Skillventory Full time

**Hiring For Investment Advisory : Investment Advisor : Mumbai**:

- From 5 to 8 year(s) of experience
- ₹ Not Disclosed by Recruiter
- Mumbaior

**Roles and Responsibilities**

Job Role:

- 1. Manage the financial planning and investment advisory process for HNI, UHNI and Family Officeclients
- 2. Detailed performance analysis of client portfolios, and dynamic restructuring of the same withchanging market conditions, on predefined frequency - asset allocation, performancebenchmarking, portfolio deviation
- 3. Ensuring portfolios are aligned to the investment policy / risk profiles to capitalize on prevailingopportunities without compromising on investment objectives
- 4. Monitor portfolio Investment Policy Statement (IPS) and report deviations
- 5. Focus on portfolio performance leading to increase in AUM and wallet share with the client
- 6. Regular client interaction
- 7. Assist team in strategically important projects for the Advisory business- Job Requirements:

- 1. High understanding of investment ideas across equities, fixed income and alternates from a clientsuitability standpoint
- 2. Understanding of investment products and asset allocation methodologies
- 3. Sound Understanding of financial markets and keenness to stay updated
- 4. Being up to date with current market trends, fund performances, investment products andcompetition product offerings
- 5. Excellent written and oral communication skills. Should be able to articulate investment strategy toclients and give supporting rationale
- 6. Comfortable working on Excel and PowerPoint- Ideal work experience:
equity/debt/alternates- Role:_Investment Advisor
- Salary:_ Not Disclosed by Recruiter
- Industry:_Banking
- Department:_BFSI, Investments & Trading
- Role Category:_Trading, Asset & Wealth Management
- Employment Type:_Full Time, Permanent
- Key Skills- Wealth ManagementFinanceAsset AllocationEquityFinancial PlanningAsset ManagementInvestment AdvisoryFamily OfficeFinancial MarketsInvestment ProductsEducation
- PG:_MBA/PGDM in Any Specialization,CA in Any Specialization

**Company Profile**:
SKILLVENTORY
- RPO- Recruiter Name:_Sarika Khodre
- Contact Company:_SKILLVENTORY
- Telephone:_
+91-XXXXXXXXXX

  • Head - Senior Relationship Manager - Investment Advisory

    2 weeks ago

    Mumbai, Maharashtra, India 4S Advisory Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    We are seeking highly energetic, self-motivated individuals with a passion for creating a holistic, technology-driven wealth management experience for their customers.Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail are what enable you to effectively...

  • Senior Investment Professional – ECM

    2 weeks ago

    Mumbai, Maharashtra, India 4S Advisory Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Domain: Equity Capital Markets (Sell-side) at a reputed merchant banking firmBusiness Unit: Asset Management (Buy-side) Role Overview:We are seeking an experienced professional with a strong ECM / Capital Markets background to join our Asset Management team. The ideal candidate will bring deep expertise from sell-side ECM advisory and help us strengthen our...

  • Director - Investment Banking (M&A)

    2 weeks ago

    Mumbai, Maharashtra, India 4S Advisory Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Key Responsibilities:- Lead the execution of M&A, equity financing, and other strategic advisory services within the sector.- Build and maintain strong client relationships, acting as a trusted advisor to senior executives and decision-makers.- Develop and execute business development strategies to expand the firm's presence and services in targeted...

  • Compliance Manager

    3 weeks ago

    Mumbai, India Equitymaster Research Private Limited Full time

    About UsWe are committed to providing unbiased, transparent, and well-researched financial advice to our clients. To strengthen this mission, we are looking for a  Compliance Manager  who will ensure that our advisory operations strictly adhere to all regulatory requirements while upholding the highest ethical standards.Role OverviewAs the Compliance...

  • Compliance manager

    3 weeks ago

    Mumbai, India Equitymaster Research Private Limited Full time

    About UsWe are committed to providing unbiased, transparent, and well-researched financial advice to our clients. To strengthen this mission, we are looking for a  Compliance Manager  who will ensure that our advisory operations strictly adhere to all regulatory requirements while upholding the highest ethical standards.Role OverviewAs the Compliance...

  • Compliance Manager

    3 weeks ago

    Mumbai, India Equitymaster Research Private Limited Full time

    About UsWe are committed to providing unbiased, transparent, and well-researched financial advice to our clients. To strengthen this mission, we are looking for a Compliance Manager who will ensure that our advisory operations strictly adhere to all regulatory requirements while upholding the highest ethical standards.Role OverviewAs the Compliance...

  • Hiring for Investment Counsellor in a Leading Bank

    3 days ago

    Mumbai, India Skillventory Full time

    **Hiring For investment counsellor In a leading Bank**: - From 2 to 7 year(s) of experience - ₹ Not Disclosed by Recruiter - Mumbai, Bangalore/Bengaluruor **Roles and Responsibilities** The YES First program is YBLs differentiated/ segmented proposition for high net worth relationships in the Branch banking domain. Being HNI customers, they require...

  • Manager Transaction advisory(Deals)-Investment Banking

    2 weeks ago

    Gurugram, Mumbai, India Contactx Resource Management Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    One of the leading CA Consulting Firm is Hiring for below role.End to End Deal Transaction & Deal Closure a MustPlease call on / / send cv on Role & responsibilitiesThere is a new requirement under Investment Banking Team( M&A and Fund raise)Please find the roles & responsibilities below.Our priority is to have candidate from consumer/pharma/ healthcare/ IT...

  • Investment Banking Specialist

    1 week ago

    Mumbai, India MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED Full time

    #Hiring for Investment Banking - Origination & Coverage - Equity Capital Markets ( #ECM ) Min Exp - 5 years Job Location -#SouthMumbai The Analyst in Investment Banking - Origination & Coverage - Equity Capital Markets (ECM) focuses on equity financing deals, combining client relationship management with business development for equity issuances like IPOs...

  • Investment Banking Specialist

    7 days ago

    Mumbai, India MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED Full time

    #Hiring for Investment Banking - Origination & Coverage - Equity Capital Markets ( #ECM )Min Exp - 5 yearsJob Location -#SouthMumbaiThe Analyst in Investment Banking - Origination & Coverage - Equity Capital Markets (ECM) focuses on equity financing deals, combining client relationship management with business development for equity issuances like IPOs and...