Investment Counsellor - Bangalore - Private Wealth

Radiate Rays Consultants Pvt Ltd; Bengaluru; Vor Ort; INR 900.000 - 1.500.000; Vollzeit

Zusammenfassung

Radiate Rays Consultants Pvt Ltd is seeking an Investment Counsellor to provide holistic investment advisory services to existing and assigned clients. You will understand clients' financial goals, recommend suitable solutions, and conduct regular portfolio reviews to ensure a best-in-class wealth management experience while adhering to regulatory guidelines.

The role involves collaborating with Relationship Managers and internal product teams to deliver customized investment solutions, staying

Qualifikationen

• Bachelor's degree in Finance, Commerce, Economics or related field; MBA preferred.
• NISM, AMFI, CFP, CFA or similar certifications are advantageous.
• 3–8 years in Wealth Management, Investment Advisory, Private Banking or related roles.
• Strong market knowledge and wealth management product familiarity.
• Excellent communication, presentation and relationship skills.
• Customer-first approach with high-quality investment advice.
• Strong analytical skills and attention to detail.

Aufgaben

• Understand client goals and risk appetite to provide suitable recommendations.
• Advise on a range of wealth management products including Mutual Funds, Fixed Income, PMS, AIFs, Structured Products, Insurance.
• Conduct regular portfolio reviews and rebalance as needed.
• Build lasting relationships with clients and provide timely insights.
• Collaborate with Relationship Managers and product teams for customized solutions.
• Inform clients about market developments and opportunities.
• Ensure compliance with regulatory requirements and internal policies.
• Coordinate with Operations and other teams for seamless execution of transactions.
• Maintain accurate client records and CRM updates.
• Achieve advisory revenue and portfolio growth targets through client engagement.

Kenntnisse

Communication skills

Relationship management

Analytical skills

Attention to detail

Customer-first

Ausbildung

Bachelor's degree in Finance/Commerce/Business/Economics

MBA or related postgraduate qualification

NISM/AMFI/ CFP/CFA or similar certifications

Jobbeschreibung

Our Wealth outfit is looking for a customer-focused and knowledgeable Investment Counsellor to provide holistic investment advisory services to existing and assigned clients. The role involves understanding clients' financial goals, recommending suitable investment solutions, conducting regular portfolio reviews, and delivering a best-in-class wealth management experience while ensuring compliance with regulatory and internal guidelines.

Key Responsibilities

• Understand clients' financial goals, investment objectives, and risk appetite to provide suitable investment recommendations.
• Offer investment advisory across a range of wealth management products, including Mutual Funds, Fixed Income, PMS, AIFs, Structured Products, Insurance, and other investment solutions.
• Conduct regular portfolio reviews and recommend portfolio rebalancing based on market conditions and clients' evolving financial goals.
• Build and maintain long-term relationships by providing timely investment insights and proactive financial guidance.
• Work closely with Relationship Managers and internal product teams to deliver customized investment solutions.
• Keep clients informed about market developments, economic trends, and relevant investment opportunities.
• Ensure all investment recommendations and client interactions are compliant with regulatory requirements and internal policies.
• Coordinate with Operations and other internal teams to ensure seamless execution of investment transactions and superior client service.
• Maintain accurate client records, investment documentation, and CRM updates.
• Achieve assigned advisory, revenue, and portfolio growth objectives through effective client engagement and investment advisory.

Desired Candidate Profile

• Bachelor's degree in Finance, Commerce, Business Administration, Economics, or a related field. MBA or relevant postgraduate qualification is preferred.
• NISM, AMFI, CFP, CFA, or other relevant certifications will be an added advantage.
• 3–8 years of experience in Wealth Management, Investment Advisory, Private Banking, Financial Planning, or Investment Counselling.
• Strong understanding of financial markets and wealth management products.
• Excellent communication, presentation, and relationship management skills.
• Ability to provide high-quality investment advice with a strong customer-first approach.
• Strong analytical skills and attention to detail.