A new age, focused Asset Management and Financial Advisory Platform serving a vast diaspora of institutional, Private Offices , Ultra HNI and HNI customers is hiring for a Senior Product Advisor (Wealth Management) profile.

Academic Qualification and Experience: 

•  Preferred MBA / CA / CFA
• Experience of minimum 6 to 8 years in wealth management, private banking or in any financial services industry.

• Should have all required NSIM certifications.

Job Responsibilities:

The position holder shall be responsible for:

• Understanding client’s financial goals, risk tolerance, and investment preferences.

• Providing comprehensive advice on a wide range of financial products and services.

• Conducting due diligence on investment products and assessing their suitability for client’s objectives.

• Collaborating with investment team to develop tailored investment strategies for clients based on their financial goals.

• Monitoring and reviewing investment portfolios regularly to ensure alignment with client’s objective.

• Assisting in the composition and maintenance of investment portfolios

• Perform several common duties, such as conducting detailed portfolio analysis and preparing reports. Included in the portfolio analysis is a comparison of different industries, consideration of historic trends, and an understanding of financial metrics and regulatory/legal restrictions that may impact the portfolio. Should be capable of working on large amounts of data and streamline them into standard formats.

• Working closely with other advisors, portfolio managers, and specialists to deliver integrated wealth management services.

• Support in preparation for client meetings, pitch decks and client portfolio reviews and seek information from various product manufacturers.

• Collaborating with internal teams to develop marketing materials, investment reports, and educational resources for clients.

• Staying updated on market trends, regulatory changes, and investment opportunities to recommend appropriate products and strategies.

• Utilize specific software applications that attribute portfolio performance to individual securities or asset allocations.