02Requirements
-
Need to have a deeper understanding of Investment products in Wealth Management space across various Asset Classes.
Having strong analytical skills to work on large data and derive meaningful insights / evaluate various client level portfolio strategies.
- Need to have valuable communication and inter-personal skills, be very approachable and should have the ability to maintain good rapport with all stakeholders
- Well versed with Microsoft Office - Advance excel & presentation skills.
- Someone who can comply with internal compliances & to follow best practices of industry and code of conduct.
Duties:
Job
03Responsibilities
- To assist RMs to manage Investment Portfolios of HNI Families.
- To achieve the desired investment returns for clients by creating & implementing investment strategies, conducting market research and analysis, selecting appropriate investment vehicles, monitoring portfolio performance, and making necessary adjustments to ensure alignment with client's goal & risk tolerance.
- To develop and implement a comprehensive risk management plan that identifies and mitigates potential risks to client portfolios.
- To maintain high level of client satisfaction & loyalty through effective communication, regular portfolio reviews & proactive engagement.
- Identify and develop new business opportunities to grow Companys AUM.
- To adhere all regulatory guidelines and company policies related to portfolio management, client communication and reporting.
- Collaborate with other team members, such as products managers, analysts, operations to deliver high quality services to the clients.
- To mentor and train junior team members / RMs to enhance their relationship and skills.
About the Job:
Salary:
Negotiable
Company:
EWPL
Role :
Wealth - Senior Portfolio Counsellor
Category:
Wealth Sales
Location:
Mumbai, India, Asia
Employment Type:
Full time .
