Investment Advisor - Private Client Group - Bank

Company : Bank

Position: Investment Advisor - Private Client Group

Location : Mumbai

Looking for MBA'S/Graduates with 7 - 13 Years of experience in Wealth/Private Banking preferably in an asset management company.

Job Description:

Global Private Client's team caters to the highest segment of Private Banking clients. These are clients with an investible surplus of Rs. 5 Crores and above. Understanding the client's needs and designing solutions to fulfill them is the focus of the team. Every Relationship Manager takes care of 50 families and for every 2 Relationship Managers; there is 1 Investment Advisor and 1 Customer Service Manager.

Skill Set:

- Understanding of investment products and broader market fundamental aspects

- Good communication and presentation skills

- Good analytical skills

- Relationship building skills

Key deliverable:

- Fee income generation

- Conducting financial need mapping of clients to analyze key parameters including risk profile, asset allocation, investment horizon and liquidity needs.

- Construction of customized portfolio proposals for clients through allocation of client funds into products across debt, equity and alternative asset classes to match financial need mapping based on in house investment strategy.

- Active & periodic portfolio review and re-balancing of client's AUM through timely buy/sell/hold calls triggered by clients' preferred or recommended allocation, launch of new products, performance tracking or change in investment strategy or product view.