Website:
Job details:
🚀 Investment Counsellor | Wealth Management
We are looking for an Investment Counsellor to provide personalized investment advisory and portfolio solutions to HNI/UHNI clients.
📍 Location: Chennai
💰 Budget: Open for the right profile
🔒 Key Skills:
- Understand client goals, risk profile and investment objectives.
- Advise across Mutual Funds, PMS, AIFs, Fixed Income, Structured Products, and other wealth products.
- Conduct portfolio reviews and recommend rebalancing strategies.
- Build strong, long-term client relationships and provide market insights.
- Work closely with Relationship Managers and internal product teams.
- Ensure regulatory compliance and seamless execution of transactions.
- Drive advisory, revenue and portfolio growth objectives.
Ideal Profile:
- 7+years of experience in Wealth Management / Investment Advisory / Private Banking / Investment Counselling.
- Strong knowledge of financial markets and wealth management products.
- Excellent communication, analytical and relationship management skills.
- NISM, AMFI, CFP, CFA or relevant certifications would be an advantage.
Interested candidates can share their profile via DM.
Click on Apply to know more.
