Investment Expert

Key Responsibilities

• Monitor global and domestic equity markets, trends, and economic developments and update the clients accordingly.
• Recommend equity investment strategies sourced from our research desk, aligned with clients risk profiles, objectives, and time horizons.
• Conduct timely meetings either in person or through virtual channel to provide market outlooks, investment ideas, and thematic reports for clients as procured from our research team.
• Communicate regularly with clients to provide updates, performance reviews, and strategic advice.
• Collaborate with research analyst and relationship managers to deliver holistic portfolio advisory solutions.
• Maintain strong relationships with clients, providing timely responses to market events and client queries.
• Ensure compliance with regulatory guidelines, internal policies, and best practices.
• Participate in client acquisition efforts, presentations, and seminars to showcase the firms equity advisory capabilities.

Key Requirements

• Bachelors degree in Finance, Economics, Business, or a related field.
• CA / MBA / CFA/CFP or equivalent certification will be preferred.
• Deep understanding of equity markets, investment products, and portfolio construction.
• Proven track record of advising HNW/UHNW clients or institutional investors.
• Strong analytical, quantitative, and communication skills.
• Ability to present complex market ideas in a clear and actionable manner.
• High ethical standards and commitment to client interests.
• Proficiency with analyzing and presenting equity research reports; advanced Excel and presentation skills.
• Understanding of Technical Charts is an added advantage.

Key Skills

• Equity Research & Analysis
• Portfolio Advisory
• Client Relationship Management
• Market Commentary & Reporting
• Communication & Presentation
• Regulatory Compliance
• Team Collaboration