Investment Product Specialist (IPS) – Wealth Management (Chennai)

Department: Wealth Management – Sales
Experience: Minimum 6 Years
CTC: Up to 30 LPA
Employment Type: Full time
Location: Chennai

Job Purpose

The objective of this role is to contribute to the team's efforts in delivering exceptional financial solutions and maintaining strong client relationships. As an Individual Contributor, the Investment Product Specialist will provide strategic investment support to Relationship Managers, assisting in the execution of wealth management strategies and ensuring seamless delivery of high-quality services to HNI and UHNI clients.

The role requires strong domain knowledge of wealth management, analytical capabilities, market understanding, and the ability to identify suitable investment opportunities to enhance client portfolios and drive business growth.

Core Domain Expertise

- Sound knowledge of Wealth Management and financial markets.

- Understanding of equity markets, investment products, and portfolio strategies.

- Technical and fundamental research capabilities.

- Ability to provide investment insights and support to HNI/UHNI clients.

Main Accountabilities

1. Client Engagement & Relationship Management

- Assist in raising funds from HNI/UHNI clients through technical and fundamental research on equities and investment opportunities.

- Support Relationship Managers in providing investment advice and solutions to mapped clients.

- Conduct regular meetings with active clients and work towards converting dormant clients into active relationships.

- Participate in regional client visits, HNI meetings, seminars, and investment events.





- Share research reports with existing and prospective clients.

- Assist in preparing quarterly client newsletters and investment updates.

- Provide investment-related support, education, and guidance to clients, prospects, and Relationship Managers.

- Keep clients and Relationship Managers updated on relevant investment opportunities.

2. Market Research & Analysis

- Conduct in-depth research and analysis of investment products, financial markets, and economic trends.

- Provide technical and fundamental research insights to support investment decisions.

- Monitor competitors' investment capabilities, product offerings, and pricing strategies.

- Stay updated on market developments, regulatory changes, and industry best practices.

- Identify investment opportunities that can enhance client portfolios.

3. Financial Planning & Reporting

- Assist in developing personalized investment strategies based on clients' financial objectives, risk appetite, and preferences.

- Prepare accurate investment reports, portfolio summaries, and performance reviews.

- Support Relationship Managers during client presentations with relevant investment insights and market updates.

- Track portfolio performance and provide recommendations based on market conditions.

4. Internal Collaboration





- Work closely with Relationship Managers and internal teams to ensure effective client servicing.

- Collaborate with senior management to establish business objectives and key performance indicators.

- Contribute towards improving client engagement, investment solutions, and overall service delivery.

Qualifications & Experience

- Graduate or Postgraduate in any discipline.

- Minimum 6 years of relevant experience in Wealth Management, Investment Advisory, Equity Markets, or Financial Services.

- Strong understanding of wealth management products and financial markets.

- Experience in handling or supporting HNI/UHNI clients will be preferred.

- Excellent analytical, communication, and client engagement skills.

Leadership Competencies

- Ownership

- Speed and Execution

- Passion

- Customer Focus

- Analytical Thinking

- Adaptability

- Empathy

- Compliance Orientation

- Resilience

- Cost Consciousness

- Technology Quotient

Functional Competencies

- Wealth Management Domain Knowledge

- Equity Market Research

- Technical & Fundamental Analysis

- Investment Advisory Support

- Portfolio Analysis

- Financial Market Awareness

- Client Relationship Management

- Investment Product Knowledge

Location: Chennai

Share your CV to or Whatsapp: (phone hidden)

Note: Candidates with relevant experience in HNI/UHNI client management, trading, and client acquisition will be preferred.

Best regards,
HR Team

Staffiaa Services

. Skillset Required: •Ownership •Speed •Passion •Boundaryless Behaviour •Meritocracy •Customer Focus •Tech Quotient •Cost Consciousness •Adaptive •Empathetic •Analytical •Compliance •Resilient

📌 Investment Product Specialist (IPS) – Wealth Management (Chennai)
🏢 STAFFIAA
📍 India