Investment Advisor

2 days ago

Bengaluru, Karnataka, India Nuvama Private Full time US$ 1,50,000 - US$ 2,00,000 per year

The Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company.

Role:


• Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in scaling up their revenues.


• Providing tailored financial plans, addressing client needs and goals and conducting periodical portfolio reviews.


• Actively supporting RMs in pitch meetings and client onboarding


• Enhance understanding of asset classes, risk metrics and market trends.


• Should possess skills in client presentations and relationship management.


• Relevant mandatory certifications such as NISM XA, XB and CFA/CFP are preferred.


• Minimum 12 years of work-ex required in BFSI

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