Wealth Advisory

Description:

Based in New Delhi, the person will join two other colleagues in our Wealth Advisory business and will be involved in researching investment products, building and monitoring customized portfolios for the clients, and interacting with the clients regularly to support their requirements.

Nature of work

Research a whole gamut of investment products across various asset classes

Prepare and maintain investment/portfolio sheets for clients

Discuss portfolio performance with the clients in the quarterly meetings

Maintain detailed meeting notes of the meetings and execute follow-ups on a timely basis

Interact with clients - mostly UHNIs - on their queries

Liaison with custodians, banks, and third-party PMS, AIFs, etc. to implement the portfolio strategy for the clients

Compute advisory fees quarterly

Liaison with clients CA during the tax filing period

QUALIFICATIONS:

Excellent written and oral communication skills

Very well-versed in MS Excel

An eye for detail and a can-do attitude are MUST

Candidate must be eager to learn and grow in the role to take lead roles in client relationships

Should possess strong problem-solving, analytical, and time-management skills

Keen interest in capital markets and investments will be an added advantage

Related work experience of 2 to 3 years role in the financial sector

Graduate Post graduate in commerce/business studies. CA and/or CFA (Level 2 or 3)