Job Description:

Role: Senior Portfolio Counsellor

Role Requirements:
Education: MBA Finance / CA / CFA or FRM.
Work Experience: 7 to 10 years of relevant work experience as portfolio counsellor or Relationship Manager in the HNI vertical for NRI & Domestic clients.

- Other Requirements:
-
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 Responsibilities:

- 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 Company’s 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

📌 Wealth - Senior Portfolio Counsellor (India)
🏢 Equirus
📍 India