Job Description VP / SVP – Investment Advisory & Products

Location:
Bangalore

Experience:
10 + years About Our client A leading Multi-Family Office organization serves ultra-high-net-worth individuals (UHNI) and affluent families through a comprehensive range of financial and non-financial services tailored to their unique needs. Role
• Provide analytical support for strategic asset allocation and tactical allocation decisions made by the Investment Advisory team.
• Independently identify, evaluate, and present investment ideas and recommendations supported by high-quality research.
• Conduct comprehensive and unbiased research and due diligence on investment products offered by asset managers.
• Apply rigorous quality assessment, forensic analysis, and risk evaluation frameworks to identify potential red flags and early warning signals.
• Develop and maintain updated recommendations across equities,



mutual funds, fixed income, PMS, alternative investments, and other relevant financial products.
• Stay updated on capital markets, global financial markets, investment products, and emerging market trends.
• Ensure that all investment recommendations are aligned with client objectives, risk appetite, and long-term wealth preservation requirements. What We’re Looking For
• 10–15+ years of relevant experience in capital markets, investments, product research, or investment advisory.
• Relevant NISM certifications are desirable. If this chance interests you, apply here or email your resume to [email protected] with the subject line: ZR_8_JOB
- VP / SVP – Investment Advisory & Products

📌 Investment Advisory (Bengaluru)
🏢 Zenith HR Solutions
📍 Bengaluru