Key Areas of Responsibility:

- An chance to build scale in the wealth management service by working with clients across asset classes
- Analyse clients’ investment needs, understand risk appetite and formulate strategies for the same
- Analyse investment portfolios and make necessary changes based on market trends
- Assist RM’s in acquiring new to the firm clients and ensure growth of Assets & Revenue
- Additionally,
- To analyze & support teams with product specific queries
- To provide management with product specific analytics
- To manage relationship with product manufacturers

Experience & Qualification:

- CA / CFA / Tier 1 MBA
- 6+ years of relevant work experience
- Should have worked in a wealth management firm in counselling / advisory capacity
- Should be well versed with the financial instruments Equity, Debt, Alternate Equity, Alternate Debt, Offshore Investments, REITs, InVIT’s, NCD, MLD, etc.
- Should have high level of relationship management mindset
- Should be strong on service delivery
- Should possess good analytical skills, verbal & written communication

📌 Wealth Business - Investment Counsellor (Mumbai)
🏢 Avendus
📍 Mumbai