We are looking for a Senior Manager - Wealth Management (Advisory) to join our team. The ideal candidate will have a robust 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 or team leaders during onboarding.
- Conduct purchase cost analyses as required.
- Conduct regular client meetings, address queries, and resolve client issues effectively.
Eligibility Criteria
- MBA or Masters degree in Finance or a related field.
- Minimum 2 years of relevant experience.
- Candidates pursuing CFA or CFP, or meeting the NISM Investment Adviser Level 1 and Level 2 examination requirements (Series X-A and X-B), as specified for the role.
Employment Terms
- Job Type: Full time
- Work Schedule: 5 days a week, working from the office.
- Location: Hyderabad.
- Bond Period: 2 years.
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.