Hiring For Wealth Advisory Manager

JOB24by7 Recruitment Consultancy Services

nature of work

 research whole gamut of investment products across various asset classes

 prepare and maintain investment/portfolio sheets for clients

 discuss portfolio performance with the clients in the quarterly meetings

 maintain detailed meeting notes of the meetings and execute follow-ups on a timely basis

 interact with clients- mostly uhnis- on their queries

 liaison with custodians, banks and third party pms, aifs, etc. to implement the portfolio strategy for the clients

 compute advisory fees quarterly

 liaison with clients’ cas during tax filing period

qualifications:

 excellent written and oral communication skills

 very well versed in ms excel

 an eye for detail and a can-do attitude are must

 candidate must be eager to learn and grow in the role to take lead roles in client relationship

 should possess strong problem solving, analytical and time management skills

 keen interest in capital markets and investments will be an added advantage

 related work experience of 2 to 3 years role in the financial sector

 graduate/post graduate in commerce/business studies. ca and/or cfa (level 2 or 3) is a must

• Experience

  2 - 3 Years

• No. of Openings

  2

• Education

  B.Com, M.Com

• Role

  Wealth Advisor

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  hr@job24by7.com