Investment Expert
6 days ago
Key Responsibilities
- Monitor global and domestic equity markets, trends, and economic developments and update the clients accordingly.
- Recommend equity investment strategies sourced from our research desk, aligned with clients risk profiles, objectives, and time horizons.
- Conduct timely meetings either in person or through virtual channel to provide market outlooks, investment ideas, and thematic reports for clients as procured from our research team.
- Communicate regularly with clients to provide updates, performance reviews, and strategic advice.
- Collaborate with research analyst and relationship managers to deliver holistic portfolio advisory solutions.
- Maintain strong relationships with clients, providing timely responses to market events and client queries.
- Ensure compliance with regulatory guidelines, internal policies, and best practices.
- Participate in client acquisition efforts, presentations, and seminars to showcase the firms equity advisory capabilities.
Key Requirements
- Bachelors degree in Finance, Economics, Business, or a related field.
- CA / MBA / CFA/CFP or equivalent certification will be preferred.
- Deep understanding of equity markets, investment products, and portfolio construction.
- Proven track record of advising HNW/UHNW clients or institutional investors.
- Strong analytical, quantitative, and communication skills.
- Ability to present complex market ideas in a clear and actionable manner.
- High ethical standards and commitment to client interests.
- Proficiency with analyzing and presenting equity research reports; advanced Excel and presentation skills.
- Understanding of Technical Charts is an added advantage.
Key Skills
- Equity Research & Analysis
- Portfolio Advisory
- Client Relationship Management
- Market Commentary & Reporting
- Communication & Presentation
- Regulatory Compliance
- Team Collaboration
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