Investment Counselor

ICICI Securities Limited; Chennai District; Sur place; INR 900 000 - 1 800 000; Plein temps

Résumé du poste

ICICI Securities Limited is seeking a wealth management professional to analyze client portfolios and provide investment recommendations. You will work closely with Relationship Managers to tailor asset allocation, review performance, and deliver insights for client discussions.

The role requires strong analytical ability, excellent communication skills, and a solid grounding in regulatory requirements, with MBA/Graduate qualifications and relevant experience.

Qualifications

• Experience in wealth management, investment advisory, portfolio analysis or investment product management.
• Strong understanding of wealth products, portfolio construction and asset allocation.
• Analytical mindset with ability to interpret portfolio performance and provide actionable insights.
• Excellent client-facing and communication skills; collaborate with RMs and business teams.
• Strong presentation and stakeholder-management abilities.
• Knowledge of regulatory and compliance requirements.

Responsabilités

• Analyse client portfolios and recommend changes based on goals and market conditions.
• Evaluate performance against benchmarks including asset allocation and diversification.
• Conduct regular portfolio reviews and provide investment insights to clients.
• Engage with prospective clients to understand requirements and offer solutions.
• Train RMs on investment advisory products to enhance knowledge and sales capability.
• Track business performance, portfolio metrics and key numbers.
• Prepare market outlooks and investment views for clients and internal teams.
• Maintain comprehensive knowledge of mutual funds and investment products.

Connaissances

Wealth management

Investment advisory

Portfolio analysis

Asset allocation

Client relationship

Regulatory compliance

Communication skills

Formation

Graduate/MBA

Description du poste

Key Requirement

Strong expertise in wealth management products, portfolio construction, asset allocation and investment analysis, with the ability to provide actionable investment recommendations, support client relationships and drive business outcomes.

Role & Responsibilities:

• Analyse client investment portfolios and recommend suitable portfolio changes based on client requirements and market conditions.
• Evaluate portfolio performance against relevant benchmarks, including asset allocation, AMC/fund concentration, sector allocation and overall portfolio diversification.
• Conduct regular portfolio review discussions with existing clients and provide investment insights.
• Engage with prospective clients to understand their investment requirements and provide relevant investment solutions.
• Partner with Relationship Managers (RMs) and conduct training sessions on investment advisory products and services to enhance their product knowledge and mindshare.
• Track and monitor business performance, portfolio metrics and key business numbers.
• Prepare market outlooks, investment views and presentations for client and internal discussions.
• Maintain comprehensive knowledge of mutual funds and other relevant investment products.

Qualification:

Graduate/ MBA

Skills & Experience:

• Relevant experience in wealth management, investment advisory, portfolio analysis or investment product management
• Strong understanding of all wealth products, portfolio construction and asset allocation.
• Good analytical and financial-market understanding. Ability to interpret portfolio performance and provide actionable insights.
• Strong client-facing and communication skills. Ability to work closely with RMs and business teams.
• Good presentation and stakeholder-management skills.
• Strong understanding of regulatory and compliance requirements.