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Persolkelly India
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Investment Advisor at a Wealth Management firm

Investment Advisor at a Wealth Management firm

Persolkelly India

3 - 6 years

12 - 20 Lacs

hyderabad

Posted:1 day ago| Platform:

Apply

Skills Required

investment advisory nism portfolio management financial due diligence audit tax cfa

Work Mode

Work from Office

Job Type

Full Time

Job Description

Mode of work: Work from office (5 days a week)

Role & responsibilities:

Business Growth:

Develop and implement referrals from clients.
Expand service offerings and increase AUM from existing clients.
Build trust and credibility through effective communication.

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

Research:

Track the performance of invested funds.
Attend fund manager calls to reconcile internal research with their opinions and understand the framework.

Preferred candidate profile:

3 to 5 years experience in either of the below:

Big4 in the finance division.
Top 10 Accounting firms
Strategy consultants from Boutique firms.
Candidates with work experience in Investment Advisory.

Qualification:
Candidate with CA or CFA or CFP or Masters degree in Business Administration (Finance, or related field)

NISM Investment Advisory-A & B tests would be an added advantage

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