About the job

About the Company

Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, NBFC and Asset Management. With 40+ years of legacy & 300+ experienced professionals, Systematix has built a solid track record of delivering value-driven solutions to clients across multiple sectors. We are committed to being a lifecycle partner for businesses, providing strategic and financial guidance at every stage of their journey.

Location: Mumbai & Delhi

Experience: 10 15 years

Reporting to: Head Investments

Job Purpose

The Investment Counselor (IC) will be a senior client-facing advisor responsible for delivering holistic, portfolio-led investment advisory to HNI/UHNI clients. The role focuses on asset allocation, portfolio construction, tactical investment recommendations, and cross-asset advisory aligned to client risk profiles and financial objectives.

The IC will partner closely with Relationship Managers (RMs) to deepen client relationships, drive AUM growth, and ensure best-in-class advisory standards with strong governance and compliance oversight.

Key Responsibilities

1. Client Advisory & Portfolio Management

- Act as a trusted investment advisor for assigned HNI/UHNI clients.
- Conduct detailed portfolio reviews and recommend asset allocation strategies aligned to client risk appetite and financial goals.
- Provide actionable investment ideas across asset classes Equities, Fixed Income, Mutual Funds, PMS, AIFs, Structured Products, and Alternates.
- Drive portfolio rebalancing and tactical allocation in line with internal research and market outlook.
- Ensure suitability, risk profiling, and documentation as per regulatory guidelines.

2. Business Growth & Revenue Delivery

- Support RMs in acquiring new clients and expanding wallet share of existing relationships.




- Drive sustainable AUM growth through structured advisory and portfolio activation.
- Identify cross-sell opportunities across capital market offerings, lending solutions, and investment products.
- Contribute to revenue targets while maintaining advisory quality and long-term client value creation.

3. RM & Internal Collaboration

- Partner with RMs for joint client meetings and portfolio discussions.
- Act as a subject matter expert for investment products and market outlook.
- Support branch initiatives, investor meets, and client engagement events.
- Maintain coordinated communication with RMs on portfolio actions and client strategies.

4. Product & Market Expertise

- Maintain strong understanding of traditional and alternative investment products.
- Stay updated on macroeconomic trends, regulatory changes, and capital market developments.
- Translate research insights into client-specific recommendations.

5. Compliance & Governance

- Ensure strict adherence to internal policies, regulatory norms, and ethical advisory practices.
- Maintain accurate audit trails, documentation, and suitability assessments.
- Proactively escalate and manage risk-related issues.

Qualifications & Experience

- Minimum 10years of experience in Wealth Management / Investment Advisory.
- Proven experience in portfolio advisory for HNI/UHNI clients.
- Strong multi-asset product knowledge Equities, Fixed Income, MF, PMS, AIF, Structured Products.
- Strong analytical and presentation skills.
- Ability to manage senior client relationships independently.

Education & Certifications

- MBA (Finance) / Post Graduate in Finance preferred.
- AMFI / NISM certification mandatory (as applicable)

Key Competencies

- Strong client advisory & relationship management skills
- Portfolio construction & asset allocation expertise
- Revenue orientation with advisory discipline
- High ethical standards & regulatory awareness
- Collaborative and team-oriented approach

📌 Investment Counselor (Mumbai)
🏢 Systematix Shares & Stocks
📍 Mumbai