Trust Investment Advisors - Senior Manager - Investment Strategist

Talent Profile Investment Strategist

Organization : TrustPlutus

Location : Mumbai

Position Title : Senior Manager

Function : Advisory

Reports to : Head of Advisory

Reportees : None

Qualifications:

- CFA must, preferably with CA professional qualification OR B.Sc in Maths Or Engg.

- Advanced MS Excel / PowerPoint skills

Work Experience (highlight) :

- 4-6 years in Advisory role with strong analytical skills (preferably in Wealth Management firms)

Core Purpose of the Role :

- Providing investment advice to TrustPlutus clients following an advisory process and try to achieve superior risk adjusted returns for clients portfolio. Enabler to relationship team with domain expertise and investment knowledge.

- Implement advisory process accurately in all market situations and achieve clients objective, ensure growth in wallet share and growth of portfolio in existing clients

- Timely Portfolio Review - Create / Update Investment Policy statement, Incorporate Investment Advisory Board views in portfolio, create deviation report and suggest change in portfolio, Ensure accurate and timely delivery of advice

- Create a new proposal, accompany RM for client meeting

- Client advise - Improve quality of client interaction by updating client on his portfolio, its performance and updating on various asset classes

- Regular communication of market update, Weekly investment call with entire team, Event update

- Support business team(s) with queries and problem solving

Talent attributes :

- Very strong analytical and problem solving skill

- Strong written and verbal skills

- Attention to detail

- Highly motivated, assertive and driven yet humble

- Demonstrated ability to manage conflicting priorities and requests

- Ability to take initiative and function independently balanced with strong teaming skills

- Maintain high standards of professional and ethical conduct

Compensation (pa) INR:

- 15-22 lacs + Performance variable pay