Investment Advisor - Private Wealth Management - Bank

Investment Advisor - Private Wealth Management - Leading Bank

Job Description: Providing end-to-end investment advisory services to wealth clients and profiling clients and documenting their investment objectives

Client Details: Client is a leading (top 3) private sector bank in India

Description:

Core Functional:

- Providing end-to-end investment advisory services to Advisory clients

- Profiling clients and documenting their investment objectives

- Creating advisory pitches + investment proposals

- Carrying out portfolio reviews

- Providing regular guidance and advice with respect to markets, investments, products, etc.

- Working closely with Relationship Managers and their advisory clients

- Interacting regularly (including presentations) with clients for their advisory requirements

- Working closely with RMs, Team Heads and Business Heads for pitching the firm's advisory credentials to prospects

Profile:

- 10 to 15 years' experience

- Strong functional knowledge across asset and product classes

- Certified as a Registered Investment Advisor under the SEBI IA Regulations

- Strong analytical skills, proficiency with MS Word, Excel, Power Point

- Good presentation skills

Job Offer:

- Work with a leading bank and one of the largest UHNI wealth setups in India

- Contact; Alok Kumar +91 (0) 22 4236 3352 . The Apply Button will redirect you to website. Please apply there as well.