Wealth Business - Investment Counsellor

Avendus; New Delhi; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Avendus in Delhi seeks a wealth management analyst to advise clients, analyse investment needs, and tailor strategies across asset classes. You will monitor portfolios and adjust holdings in line with market trends, supporting relationship managers to grow assets and revenue.

The role requires strong analytical ability, excellent communication, and a client-service mindset, with experience in advisory capacity within wealth management.

Qualifications

• 1-4 years of relevant work experience in wealth management.
• Experience counselling/advisory in a wealth management firm.
• Familiarity with equity, debt, and alternative investments.
• Strong relationship management and client service orientation.
• Excellent analytical, verbal and written communication skills.

Responsibilities

• Analyse clients’ investment needs, risk appetite and formulate strategies.
• Analyse portfolios and implement changes based on market trends.
• Assist RMs in acquiring new clients and growing assets & revenue.
• Analyse and support teams with product-specific queries.
• Provide management with product-specific analytics.
• Manage relationships with product manufacturers.

Skills

Relationship management

Analytical skills

Verbal communication

Written communication

Service delivery

Portfolio analysis

Job description

• An opportunity to build scale in the wealth management service by working with clients across asset classes
• 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 RM’s in acquiring new to the firm clients and ensure growth of Assets & Revenue
• Additionally,
• To analyze & support teams with product specific queries
• To provide management with product specific analytics
• To manage relationship with product manufacturers

Experience & Qualification:

• 1-4 years of relevant work experience
• Should have worked in a wealth management firm in counselling / advisory capacity
• Should be well versed with the financial instruments Equity, Debt, Alternate Equity, Alternate Debt, Offshore Investments, REITs, InVIT’s, NCD, MLD, etc.
• Should have high level of relationship management mindset
• Should be strong on service delivery
• Should possess good analytical skills, verbal & written communication