Investment Counselor/Investment Strategist

I am currently running a mandate that of an Investment counselor/investment strategist with a reputed private banking/wealth management outfit.

This role involves of advising the clients on their wealth portfolio across asset classes.

Acquisition is not part of the KRA

Specifications are as follows:

Minimum of 10 years of experience into the wealth space.

Thorough knowledge on the private banking products like equity, mutual funds, structured products, bonds, private equity, insurance etc.

Good experience on advising HNI clients on their portfolio.

People from wealth background only must apply

CTC/Designation is negotiable