Investment Counsellor

As an Investment Counsellor, you will be responsible for advising large Family Office/UHNI/Corporate Treasuries on their investment portfolios, engaging with clients at a portfolio level, recommending suitable products based on their risk profile and investment objectives. Your role may also involve assisting clients in raising funds, providing transaction advisory in collaboration with the corporate finance team, and supporting Relationship Managers in converting large accounts. You must be well-versed in a wide range of financial instruments, from plain vanilla to exotic, and possess deal structuring and closure skills. Key Responsibilities: - Own the business performance of the region by increasing revenue and market share in terms of NCA & AUM - Collaborate with Relationship Managers and clients to offer investment advice - Construct and manage strategic asset allocation and tactical portfolios for clients - Enhance investment platforms according to market developments - Create value for clients across asset classes and manage portfolios effectively - Drive strategic and tactical allocation strategies in coordination with Research & Product team - Educate and upskill colleagues on market and product knowledge - Coordinate with AMC / 3rd party Fund Managers and serve as the interface - Organize events for clients and colleagues with fund managers Key Skills: - 12 - 20 years of relevant experience - Market knowledge: Engage with customers on market views, including equity markets, interest rates, and inflation - Specialized product knowledge: Understand various investment products available in the market - Client facing experience and strong analytical skills - Strong communication skills to build relationships with internal and external clients (Note: No additional details about the company were provided in the job description.),