Vice President Investment Advisory

3 - 7 years

0 Lacs

Posted:4 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Vice President in the Executive Division at Guardian Capital, you will play a pivotal role in driving the success of our organization through various key responsibilities. We are an Elite Wealth and Asset Management firm recognized as the best investment advisory firm in India. At Guardian, we offer a wide range of services tailored to meet the unique needs of our clients, including Wealth Management, Financial Planning, and Taxation services. Joining our team means becoming part of a company that values integrity, passion, and a commitment to excellence. We are in a phase of growth, providing ample opportunities for individuals who are driven to succeed. Additionally, we offer ESOPs to our employees, recognizing their contributions to our shared success. We believe that our employees are our most valuable assets and strive to create a work environment that is both enjoyable and fulfilling. We are dedicated to making a positive impact on the lives of the families who trust us with their financial well-being. The ideal candidate for the Vice President position holds a Master's degree in Business Administration with a focus on Finance or a related field. Candidates with experience in Strategy Consulting or a minimum of 3 years of relevant experience, along with pursuing CFP or holding NISM Investment Advisory-A & B certifications, are preferred. As the Vice President in the Executive Division, your responsibilities will revolve around four key pillars that drive our daily activities: 1. Business Growth: Develop and execute strategies to generate referrals from clients, expand service offerings, and increase AUM from existing clients. Establish trust and credibility through effective communication. 2. Client Management: Foster strong relationships with clients, conduct regular meetings to understand their financial needs and preferences, and address inquiries promptly. 3. Research: Monitor the performance of invested funds, participate in fund manager calls to align internal research with market opinions, and understand the investment framework. 4. Leadership: Lead a team of financial professionals, provide guidance and support, and conduct regular meetings to communicate goals, share updates, and address challenges. In addition to your core responsibilities, you will be expected to allocate your time efficiently and effectively to meet the demands of the role. The salary range for this position is 12 - 18 lac per annum (excluding bonuses and incentives), with a work mode of office-based (5 days a week) in Jubilee Hills, Hyderabad. A commitment of 2 years is required. If you are a motivated individual seeking a rewarding career in the financial services industry and are passionate about helping clients achieve their financial goals, we invite you to join Guardian Capital. Interested candidates can share their resumes with hr@gcia.in. For more information about our firm, please visit our websites: www.gcia.in, www.guardianholdings.in, and http://www.guardianassetmanagement.in/. You can also learn more about us at https://yourstory.com/2020/02/guardian-capital-investment-banker-snapdeal-zomato.,

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