Investment Advisor – Wealth Management FIA Consultancy Services

The Corporate Institute; Mumbai; On-site; INR 600,000 - 1,200,000; Full time

Job summary

The Corporate Institute in Mumbai seeks an Investment Advisor from the wealth management sector to counsel clients across asset classes. You will analyse client needs, assess risk, and craft tailored investment strategies across equity, debt, offshore instruments, and alternatives.

In this role, you will support Relationship Managers in acquiring clients, enhance assets and revenue, and collaborate with product teams to answer queries and manage manufacturer relationships.

Qualifications

• Experience in wealth management advisory or counselling roles.

Responsibilities

• Analyse clients' investment needs, risk appetite and develop strategies.
• Analyse investment portfolios and adjust based on market trends.
• Support Relationship Managers in acquiring new clients and growing assets and revenue.
• Collaborate with product teams and manage relationships with product manufacturers.

Skills

Investment advisory

Relationship management

Job description

Role Overview

Our client is looking for a candidate as an Investment Advisor or Investment counsellor only from the wealth management industry.

The role entails an opportunity to build scale in the wealth management service by working with clients across asset classes - Equity, Debt, Alternate Equity, Alternate Debt and others.

Key Responsibilities

• Analyse clients' investment needs, understand risk appetite and formulate strategies for the same.
• Analyse investment portfolios and make necessary changes based on market trends.
• Assist Relationship Managers in acquiring new to the firm clients and ensure growth of Assets and Revenue.
• Additionally, analyze and support teams with product specific queries and manage relationship with product manufacturers.

Ideal Candidate Profile

• An ideal candidate should have worked in a wealth management firm in counselling or advisory capacity.
• Should be well versed with the financial instruments Equity, Debt, Alternate Equity, Alternate Debt, Offshore Investments, REITs, InVITS', NCD, MLD, etc.
• Have high level of relationship management mindset along with good analytical skills, verbal and written communication.