Investment Counsellor

Minimum of 5yrs of experience advising UHNI Clients in Private Wealth units of Banks / NBFCs / EAMs / Wealth outfits.

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 :

Educational Qualification :

MBA / CA / CFA / CFWA