Senior Manager, Investment Advisory

We're hiring - Senior Manager, Investment Advisory

Guardian Capital, recognized as the “Best Investment Advisory Firm across India” by CNBC TV18, is currently hiring for the role of Senior Manager, Capital Markets.

What You'll Get:

• Fast-paced career growth with strong increments & promotions
• Direct exposure to HNI & UHNI clients
• A fun, fulfilling, and impact-driven work environment

What You'll Do:

• Strengthen and manage relationships with HNI & UHNI clients
• Conduct regular client reviews to align with financial goals & preferences
• Track investment performance and engage in fund manager discussions

This role is integral to the firm’s excellence and will focus on four core pillars:

The following are the three pillars that steer the senior manager's daily activities, playing a crucial role in our organizational success.

Ideal Candidate: Candidates with a Master’s degree in Business Administration (Finance, or related field) and CA, CFA, CFP, pursuing or NISM Investment Advisory-A & B tests, NISM VA, XXI A.

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.

Salary Range:

Freshers: 8 to 10 lac pa ( excluding bonus)

Relevant work experience: 10-12 lac pa ( excluding bonus)

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

Location: Jubilee Hills, Hyderabad

Bond: Two years

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