Experience: Minimum 2 years of relevant experience
About Guardian Capital
Guardian Capital is an elite wealth and asset management firm offering a wide range of services, including wealth management, financial planning, and taxation, customised to meet each client's individual needs.
Guardian Capital has been recognised by CNBC-TV18 as the “Best Investment Advisory Firm Across India.”
Why Work at Guardian?
• We believe our people are our greatest assets.
• We hire individuals who demonstrate integrity, passion, and a commitment to excellence.
• As a growing organisation, we offer opportunities for growth opportunities and ESOPs.
• We strive to create a fun, exciting, and fulfilling workplace where every role is meaningful.
• We aim to make a meaningful difference in the financial well-being of the families who trust us with their savings.
Role Overview
We are looking for a Senior Manager – Wealth Management (Advisory) to join our team. The ideal candidate will have a strong interest in investment research, financial planning, and client servicing, with the ability to analyse investment performance and develop customised financial solutions.
Key Responsibilities
• Research and Investment Analysis
• Track and monitor the performance of invested funds.
• Attend fund manager calls to understand investment frameworks and reconcile internal research with fund managers' views.
• Financial Planning
• Develop financial plans and deliver presentations to clients as required.
• Collaborate with team leaders to gather relevant client and financial information.
• Maintain and update client data and revise financial plans annually or whenever significant changes arise.
• Client Service
• Obtain necessary documents and supplementary information from clients