Investment Counselor - Family Office Advisory Firm

Role: Investment Counselor

Reporting: Head Family Office

Location: Mumbai

Responsibilities:

- Prepare high Quality, customized Investment proposals and pitches for prospects / Family office clients

- Understand various investments of Advisory clients and give recommendations based on client suitability and risk profile.

- Prepare monthly/quarterly reports for clients within TAT

- Provide views and recommendations on existing portfolios of prospects / clients

- Continuous monitoring and track portfolios of clients and recommend changes if needed.

- Assist RMs in monitoring and tracking implementation of plans

- Accompanying RMs for conversion of family office clients.