Key Areas of Responsibility:
An opportunity 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 recent 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 (Mumbai)
🏢 Avendus
📍 Mumbai