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Based in New Delhi, the person will join two other colleagues in our Wealth Advisory business andwillbeinvolved in researching the investment products, building and monitoring customized portfolios for theclients,and interacting with the clients regularly to support their requirements.
Nature of work
Research a whole gamut of investment products across various asset classes
Prepare and maintain investment/portfolio sheets for clients
Discuss portfolio performance with the clients in the quarterly meetings
Maintain detailed meeting notes of the meetings and execute follow-ups on a timely basis
Interact with clients - mostly UHNIs - on their queries
Liaison with custodians, banks and third party PMS, AIFs, etc. to implement the portfolio strategyfortheclients
Compute advisory fees quarterly
Liaison with clients’ CAs during tax filing period
QUALIFICATIONS:
Excellent written and oral communication skills
Very well versed in MS Excel
An eye for detail and a can-do attitude are MUST
Candidate must be eager to learn and grow in the role to take lead roles in client relationship Should possess strong problem solving, analytical and time management skills Keen interest in capital markets and investments will be an added advantage Related work experience of 2 to 3 years role in the financial sector Graduate/Post graduate in commerce/business studies. CA and/or CFA (Level 2 or 3)
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