Manager - Advisory

Talent Bridge Recruitment; Thane; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

Talent Bridge Recruitment seeks a Manager Advisory to deliver personalized investment and wealth advisory solutions for HNI clients in Maharashtra. The role involves understanding client goals, risk profiles, and portfolio needs, providing tailored investment advice and portfolio models.

You will monitor performance, support business growth through strong client relationships, identify opportunities, and ensure compliance with risk guidelines while contributing to AUM growth.

Qualifications

• Portfolio Performance Analysis is required to assess investment outcomes.
• Portfolio Modelling & Asset Allocation helps craft tailored asset mixes.
• Financial & Business Analytics supports data-driven decision making.
• Investment Product Analysis informs recommendations and product suitability.

Responsibilities

• Provide personalized investment and wealth advisory solutions to HNI clients.
• Understand client goals and risk profiles; analyse portfolios and recommend strategies.
• Monitor portfolio performance and rebalance as needed; track market trends and opportunities.

Skills

Portfolio Performance Analysis

Portfolio Modelling & Asset Allocation

Financial & Business Analytics

Investment Product Analysis

Job description

Role & responsibilities:

The role Manager Advisory will be responsible for providing personalized investment and wealth advisory solutions to HNI clients. The role will involve understanding client goals and risk profiles, analysing portfolios, recommending suitable investment strategies, monitoring portfolio performance, and supporting business growth through strong client relationships and new business opportunities.

• Manage HNI client relationships by understanding their financial goals, risk profile and investment needs. Provide suitable investment advice, prepare portfolio models, conduct portfolio performance reviews and recommend rebalancing strategies. Track market and product trends, support portfolio reporting and business analytics, identify new business opportunities, cross-sell wealth products, grow AUM and revenue, and ensure high-quality client service while following compliance and risk guideline.

Preferred candidate profile:

• Portfolio Performance Analysis
• Portfolio Modelling & Asset Allocation
• Financial & Business Analytics
• Investment Product Analysis

Perks and benefits