Client-Facing Product & Solutions Specialist, VP

Job Title: Client-Facing Product & Solutions Specialist, VP

Location: Mumbai, India

Role Description

• Managing all the investment advisory mandates across India
• Able to formulate various asset class views (Equity, Debt & Multi-asset) views based on the existing house view on these asset classes and providing advice on the same to clients.
• Periodic portfolio reviews / meetings with clients under advisory covering presentations, performance updates, investment research & market updates, day-to-day investment related information, investment ideas etc.

Your key responsibilities

• Lead all product enhancements to improve overall product offering on an ongoing basis
• To make a monthly newsletter entailing house view/s on all asset classes.
• Analyse market trends & product(s) performance, collate research reports, update the team / clients on day-to-day investment related information, investment ideas, new product updates etc.
• Provide updates and recommendations on investment portfolios
• Look to increase share of wallet from existing clients and new advisory business mandates from prospects.
• Manage ad hoc clients investment enquiries
• Ensure adherence to Client & Products Suitability policy, regulatory standards and requirements as well as all operating processes relating to front office

Your skills and experience

• Senior resource with at least 15+ years of experience in investment advisory and WM client portfolio management. Excellent presentation and communication skills in English is a must
• Bachelor or above Degree holder, preferably in Finance, Economics, or related discipline. CFA or CA or MBA Finance from premier institutes preferred
• Relevant local licenses and qualifications mandatory
• Good understanding of private clients and U/HNW clients needs. Superior analytical skills as well as being detail-oriented on both strategy and execution. Self-motivated and passionate about Private Banking business in India
• Professional Integrity with excellent client-facing advisory & sales skills with proven track-record
• Should have working knowledge about order execution and management. The candidate should be a seasoned professional having a related experience gained with preferably another asset / investment management company or a wealth management firm Proficiency in Bloomberg, Reuters, Excel, PowerPoint, and other research / data compilation tools Knowledge of relevant regulations pertaining to IA mandates business
• Leadership abilities High degree integrity with strong work ethic Ability to effectively manage multiple mandates of clients Demonstrate ability to work with a structured approach towards clients portfolio management Ability to maintain a cool head during volatile markets to manage the trade execution and to manage clients temperament good client relationship management skills Good interpersonal and communication skills