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 clients 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 clients 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 clients 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.