Klay Group - Investment Counsellor

We are seeking a highly skilled and motivated Investment Counsellor to join our team. As an Investment Counsellor, you will be responsible for providing comprehensive investment advice and portfolio management services to high-net-worth individuals, families, and institutional clients. You will work closely with clients to understand their financial objectives, risk tolerance, and investment preferences, developing customized investment strategies to help them achieve their goals.

Responsibilities:

1. Conduct in-depth consultations with clients to assess their financial situation, investment goals, and risk tolerance.

2. Develop tailored investment strategies and asset allocation models based on clients' objectives and market conditions.

3. Provide ongoing monitoring and management of client portfolios, making adjustments as needed to optimize performance and mitigate risk.

4. Conduct thorough research and analysis of investment opportunities across various asset classes, including equities, fixed income, alternative investments, and structured products.

5. Stay informed about market trends, economic developments, and regulatory changes that may impact clients' investments, and communicate relevant information to clients in a clear and timely manner.

6. Cultivate and maintain strong relationships with clients, serving as their primary point of contact for all investment-related matters.

7. Collaborate with internal teams, including portfolio managers, research analysts, and wealth planners, to deliver integrated wealth management solutions to clients.

8. Provide exceptional client service, addressing inquiries and resolving issues promptly and effectively.

9. Ensure compliance with all regulatory requirements and company policies and procedures.

Qualifications:

1. MBA/CA/CFA preferred.

2. Minimum of 8-10 years of experience in investment management, wealth advisory, or a related field.

3. Proven track record of successfully managing client relationships and delivering investment solutions that align with clients' objectives.

4. Strong understanding of financial markets, investment principles, and portfolio management techniques.

5. Excellent analytical skills, with the ability to conduct comprehensive research and evaluate investment opportunities effectively.

6. Outstanding communication skills, with the ability to explain complex investment concepts clearly and persuasively.

7. Exceptional interpersonal skills, with the ability to build rapport with clients and collaborate effectively with colleagues.

8. Detail-oriented approach with a commitment to accuracy and professionalism.

9. Relevant industry certifications (e.g., CFA) preferred.