Investment Counselor

Key Responsibilities:

As an investment councilor, you are required to manage and grow our premier clients, managing the relationship, taking responsibility for Asset allocation and portfolio alignment, periodic reviews and updates.

Portfolio Analysis:

• Conduct in-depth financial analysis, Risk profiling and goals analysis including financial modeling, to evaluate the financial suitability and performance of potential investment opportunities for select clients.
• Assess industry trends, market updates, and economic indicators to provide informed recommendations.

Client Relationship Management:

• Cultivate and maintain strong relationships with clients managed, understanding their financial goals and providing tailored financial solutions customised to their needs.
• Act as a trusted advisor, offering strategic insights and recommendations to clients.

Transaction Execution:

• Oversee and support the execution of transactions where required, ensuring compliance with regulatory requirements and industry standards.
• Coordinate with legal, regulatory, and financial teams to ensure seamless deal execution.

Market Research:

• Stay informed about market trends, industry developments, and economic factors that may impact investment decisions.
• Provide clients with market intelligence and strategic product advice based on thorough research.

Personal Attributes:

• Strategic thinking and problem-solving skills.
• Client-focused with strong relationship-building abilities.
• High level of integrity and ethical conduct.
• Ability to thrive in a fast-paced and dynamic work environment.
• Resilience and adaptability to handle challenges and uncertainties
• Excellent communication and presentation skills.

Experience:

3 to 5 years of Experience is mandatory in the same industry. 

Qualifications and Skills:

• MBA in finance/CFA (all level cleared)/CFP are preferred.
• Proven experience in Asset management, financial advisory, or a related field.
• Strong analytical skills and proficiency in financial modeling and valuation techniques.
• In-depth understanding of financial markets, regulations, and investment strategies.
• Ability to work collaboratively in cross-functional teams.
• Strong organizational skills with the ability to manage multiple transactions concurrently.

Compensation Range

• Fixed: Depends on experience, qualifications.
• Variable: Annual Performance Based bonus.