Senior Manager - Financial Advisor - Personalized Customer Group

About the Job:

As a Personalized Customer Group (PCG) Advisor, your primary responsibility is to deliver timely and customized equity advice to assigned PCG customers.

This role requires a blend of research, client interaction, and relationship management skills to ensure high-quality service delivery and client satisfaction.

Key Responsibilities:

Timely Delivery of Customized Equity Advice:

- Execute trading and investment ideas tailored to meet the unique needs of assigned PCG customers.

- Ensure recommendations are timely, relevant, and aligned with customer preferences and risk profiles.

Research Reports and Client Advisory:

- Prepare comprehensive research reports to support investment decisions and advisory services.

- Conduct client meetings to discuss investment strategies, portfolio performance, and market insights.

- Proactively upgrade client portfolios based on changing market conditions and client goals.

Adherence to Advisory Processes:

- Follow established equity advisory processes to maintain consistency and quality in service delivery.

- Adhere to regulatory requirements and internal policies governing equity advisory services.

Client Feedback and Communication:

- Gather feedback from PCG customers regarding advisory services, trading experiences, and overall satisfaction.

- Communicate ground-level customer insights and feedback to the Senior PCG Advisor to improve service offerings.

Support to Sales Team:

- Collaborate with the sales team to deliver specialized advice and support in client interactions.

- Assist in developing tailored investment strategies and presentations for PCG customers.

Qualifications and Skills:

- Bachelor's/Master's degree in Finance, Economics, Business Administration, or related field.

- Proven experience in equity research, financial analysis, or investment advisory services.

- Strong understanding of financial markets, investment products, and regulatory requirements.

- Excellent communication and interpersonal skills to effectively interact with clients and internal stakeholders.

- Ability to work independently and as part of a team, with a strong focus on delivering exceptional customer service