Associate VP, Investment Advisory

3 years

0 Lacs

Posted:2 months ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

We’re looking for an Associate Vice President – Investment Advisory to join our leadership team in Hyderabad. This role offers the perfect blend of client leadership, research, and team management — with the advantage of working directly with the CEO and engaging with some of India’s most influential HNI & UHNI clients.

What You'll Get:

  • Work directly with the CEO & senior leadership
  • Fast-paced career growth with strong increments & promotions
  • Direct exposure to HNI & UHNI clients
  • ESOPs and performance-based bonuses in a scaling firm
  • A fun, fulfilling, and impact-driven work environment

What You'll Do:

  • Strengthen and manage relationships with HNI & UHNI clients
  • Conduct regular client reviews to align with financial goals & preferences
  • Track investment performance and engage in fund manager discussions


Responsibilities:

 

Pillar 1: Business Growth:  

• Develop and implement referrals from clients.

 • Expand service offerings to clients

 • Increase the AUM from existing clients. 


Pillar 2 : Client Management:

 • Cultivate and maintain strong relationships with  clients.

 • Conduct regular meetings with clients to understand their 

financial needs, goals, and preferences.

 • Address client enquiries and concerns promptly. 

• Suggest customised investment options. 


Pillar 3 : Research:

 • Track the performance of invested funds. Conduct in-depth 

research of certain investment products on a quarterly basis.

 • Attend fund manager calls to reconcile internal research with 

their opinions and understand the framework.


 Pillar 4 : Leadership:

 • Manage a team of financial professionals, offering guidance 

and support.

 • Conduct regular team meetings to communicate goals, share 

updates, and address challenges


What we're looking for:

  • Master’s in Business Administration (Finance) or related field
  • CAs with experience working in the Big 4
  • Experience in Strategy Consulting or 3+ years of relevant advisory experience
  • CFP pursuing, CFA or NISM Investment Advisory – A & B certification
  • Strong leadership, communication, and client management skills


Location: Jubilee Hills, Hyderabad (Work from Office)

CTC: 15–20 LPA (excluding bonus & incentives), depending on experience and qualifications.

Bond: 2 years


This isn’t just another leadership role — it’s a career-defining opportunity to work with top leadership, build elite client relationships, and grow rapidly in a firm that’s scaling for the future.

📩 Apply now: hr@gcia.in


Learn more about us at: www.gcia.in

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