Prospurts - Investment Advisor/Senior Manager/Senior Relationship Manager - Client Advisory/Wealth Advisory (1-3 yrs)

- Understanding the client's risk appetite and financial goals and devising a suitable asset allocation strategy basis the financial planning framework.

- Develop relationships with new clients and conduct meetings with them to manage the overall investment portfolio.

- Connecting with the existing clients and prospects for periodic review and advising them accordingly.

- Hyper-personalization to be prioritized for all client accounts at all times. Aiming to build new AUM and expand & deepen the existing client relationships.

- Tracking and analyzing the capital markets, macroeconomic indicators, and government and central bank policy actions that influence various investment asset classes.

- Developing a strong knowledge of existing and potential clients and ensuring business growth opportunities aligned with the company's investment philosophy.

- Working closely with a senior advisor in managing the client accounts.