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Investment Advisor PluginLive

3.0 - 7.0 years

0 Lacs

mumbai, maharashtra, india

On-site

Job Role : Investment Counselor Locatio n: Mumba i Experien ce: 37 years in Wealth Management (preferably Product or IC functio n) C TC: Up to ?40 La khs Role Over viewThe Investment Counsellor will be responsible for advising and guiding ultra-high-net-worth (UHNW) and high-net-worth (HNI) clients on investment strategies, asset allocation and portfolio construction. The role requires strong market understanding, relationship management skills, and the ability to deliver customized investment solutions aligned with client objecti ves. Key Responsibili ties:Provide comprehensive investment advisory and asset allocation guidance to HNI/UHNW cli ents.Assess client portfolios, risk profiles and...

Posted 3 days ago

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