Senior Manager, Investment Advisory

We are hiring– Senior Manager Wealth Management (Advisory)

About Guardian

• Guardian Capital has been awarded “The best investment advisory firm across India” by CNBCTV18
  

• We are an Elite Wealth and Asset Management firm that offers a wide variety of services ranging from Wealth Management to Financial Planning to Taxation services, all under one roof—all customizable to fit the client’s individual needs.
  

Senior Manager - Wealth Management(Advisory)

Ideal Candidate:

Responsibilities:

Pillar 1: Research

• Track the performance of invested funds.
  

• Attend fund manager calls to reconcile internal research with their opinions and understand the framework.
  

Pillar 2 : Financial Planning

• Develop financial plans and deliver presentations to clients as needed.
  

• Collaborate with team leaders to gather data.
  

• Maintain and update client data, and revise plans annually or as needed in response to significant changes.
  

Pillar 3 : Client Service

• Obtain necessary documents and supplementary information from clients or team leaders during onboarding.
  

• Conduct purchase cost analyses upon request.
  

• Conduct regular meetings with clients and address their inquiries and resolve issues as needed.
  

Daily Activities

(est time allocation )

Salary Range:

Freshers:

Mode of work:

Location:

Bond:

Join Guardian Capital and build a rewarding career while helping clients achieve their financial goals!

Interested Candidates can share their resume with hr@gcia.in

For more information, please visit our websites: www.gcia.in, www.guardianholdings.in, http://www.guardianassetmanagement.in/.

You can also read about us at https://yourstory.com/2020/02/guardian-capital-investment-banker-snapdeal-zomato.