Our client is among the leading and fastest growing top tier wealth manager from India – backed by PE funds. They are looking to hire an investment counsellor to support four RMs who are based in middle East and is expanding into Singapore market
Reporting to: Head of Investment Advisory/Head of Offshore Business
Scope: Investment Management, investment advisory, solutions management
Responsibilities:
- Providing personalized financial advice and guidance to clients based on their individual financial circumstances and goals.
- Reviewing clients' current financial positions, existing investments, income sources, expenses, and any other relevant financial data.
- Monitoring portfolio performance, rebalancing asset allocations as needed, and making adjusting based on changes in market conditions or clients' financial circumstances.
- Assessing and managing investment risks is crucial. Investment counselors help clients understand the risks associated with different investments and implement strategies to mitigate these risks according to clients' risk tolerance levels.
- Staying informed about financial markets, economic trends, and investment opportunities. Conduct research and analysis to identify potential investment opportunities that align with clients' objectives.
- Adhering to regulatory guidelines and ethical standards is essential. Ensuring that recommendations and actions comply with relevant regulations and industry standards
- Building and maintaining strong relationships with clients, provide ongoing support, address concerns, and communicate regularly to keep clients informed about their investments' performance and any necessary adjustments.
- Client segment: UHNI clients with Financial Assets of INR 25 Cr & above
Functional Competencies
- Understanding of broader economy - global and local, knowledge of capital markets and various asset classes
- Experience in investment management/ investment advisory/ product management
- Behavioral Competencies
- Ability to think BIG, High on Integrity, Passionate, Ambitious, Perseverant, Collaborative
- Relationship management skills, interpersonal skills, excellent communication & interpersonal skills
Requirements:
- Possess MBA/CA/CFA/CFWA qualifications
- Minimum 8 years of total experience with a minimum of 5 years advising UHNI Clients in Private Wealth units of Banks/NBFCs/EAM/Wealth outfits
