Leading bank is looking for Investment Counsellor to join our dynamic team and embark on a rewarding career journey.
Understand client financial goals, risk appetite, and investment preferences to provide tailored investment advisory services
Conduct portfolio reviews and recommend rebalancing strategies to optimize performance and align with market trends
Monitor financial markets and economic indicators to keep clients informed and suggest timely investment opportunities
Coordinate with internal research teams to develop and deliver insightful investment recommendations
Ensure strict compliance with regulatory guidelines and internal policies while advising clients
Educate clients on new investment products and assist them in making informed decisions
Maintain accurate records of client interactions, advice rendered, and investment transactions
Support relationship managers by providing technical advice and aiding in complex client queries
Promote cross-selling of financial products in alignment with client needs and institutional offerings.

Work Experience-

8-10yrs in Wealth Management as an Sr. Relationship Manager or current Investment Counsellor.

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Investment Specialist