Mywealthwiz.com - AVP - Research & Products

Company Description: Jericho Ventures Private Limited is a boutique financial institution committed to delivering exceptional financial services to HNIs and Family Offices. With a strong focus on personalized solutions and client satisfaction, we are dedicated to helping individuals achieve their financial goals.

Responsibilities

- Conduct in-depth market analysis and research to identify trends and investment opportunities.

- Conduct thorough analysis of current and potential clients' investment portfolios.

- Collaborate with cross-functional teams to gather data and insights for strategic decision-making.

- Develop comprehensive reports and presentations to communicate research findings.

- Provide actionable recommendations based on research outcomes.

- Maintain up-to-date knowledge of economic developments and industry trends.

- Ensure compliance with regulatory standards and adherence to best practices in research methodologies.

Qualifications:

- Master's degree in Finance, Business, Economics or CA

- Strong analytical and quantitative skills

- Excellent communication and interpersonal skills

- Knowledge of financial markets, investment products, and wealth management

- Ability to work in a fast-paced environment and adapt to changing priorities

- High level of professionalism, integrity, and attention to detail

- Relevant work experience in finance or banking or HNI sales is a plus