Senior Manager, Investment Advisory

Job Description

We are hiring– Senior Manager Wealth Management (Advisory)

About Guardian

Guardian Capital has been awarded “The best investment advisory firm across India” by CNBCTV18

We are an Elite Wealth and Asset  Management firm that offers a wide variety of  services ranging from Wealth Management to Financial Planning to Taxation services, all  under one roof—all customizable to fit the client’s individual needs.

Why work at Guardian? (5 reasons)

We believe our people are our greatest assets.

We are ONLY looking to hire individuals that have integrity, passion and are looking to be the best.

The company is small and is in it’s growth phase, which means there are plenty of growth opportunities for the right individuals. We also provide ESOPs.

We believe a person’s time is the most valuable resource they have,  since most of our time is spent at work we believe it needs to be a fun and exciting place to be. We make sure our team members find each and every role meaningful and fulfilling.

We want to make the greatest difference in the quality of  life for the families that have trusted us with their savings.

What is the role?

Senior Manager - Wealth Management(Advisory) : The following are the three pillars that steer senior manager's daily activities, playing a crucial role in our organizational success.

Ideal Candidate : Candidates with Master’s degree in Business Administration (Finance, or related field) and should have 2 years of relevant experience with CFP pursuing or NISM Investment Advisory-A & B tests, NISM VA, XXI A.

Responsibilities : Pillar 1 : Research

Track the performance of invested funds.

Attend fund manager calls to reconcile internal research with their opinions and understand the framework.

Pillar 2 : Financial Planning

Develop financial plans and deliver presentations to clients as needed.

Collaborate with team leaders to gather data.

Maintain and update client data, and revise plans annually or as needed in response to significant changes.

Pillar 3 :   Client Service

Obtain necessary documents and supplementary information from clients or team leaders during onboarding.

Conduct purchase cost analyses upon request.

Conduct regular meetings with clients and address their inquiries and resolve issues as needed.

Daily Activities

est time allocation )

Salary Range :

Freshers : 8  to 10 lac pa ( excluding bonus)

Relevant work experience : 10-12 lac pa

Mode of work : Work from office (5 days a week)

Location : Jubilee Hills, Hyderabad

Bond : One year

Join Guardian Capital and build a rewarding career while helping clients achieve their financial goals!

Interested Candidates can share their resume with hr@gcia.in

For more information, please visit our websites : www.gcia.in , w ww.guardianholdings.in ,   http : / / www.guardianassetmanagement.in / .

You can also read about us at https : / / yourstory.com / 2020 / 02 / guardian-capital-investment-banker-snapdeal-zomato .

Requirements

Requirements

Investment Advisory, Knowledge of capital markets, wealth management, financial planning, portfolio analysis