Wealth Investment Solutions Specialist

The Corporate Institute

Hinoba-an

On-site

PHP 597,000 - 928,000

Full time

9 days ago

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Job summary

The Corporate Institute seeks an Investment Specialist to join our Wealth Management Investment Solutions team in Mumbai. You will educate Advisors on product attributes and portfolio positioning while curating content and responding to advisor and client queries.

You will deliver market updates across asset classes, coordinate with Specialists and Portfolio Managers to provide cohesive information for clients and prospects, and support information management initiatives across sales, marketing,

Qualifications

MBA in Finance with industry experience and knowledge of sales processes, global markets, and asset classes.
Complete CFA or CAIA Level I or be an aspiring CFA/CAIA with relevant industry experience and strong understanding of asset classes and alternatives.
5+ years of experience in BFSI, Asset/Wealth Management, Capital Markets, and asset classes such as Equity and Fixed Income.
Apply strong quantitative and analytical skills, including proficiency in data analysis, understanding data flows, and numbers.
Communicate effectively with excellent soft skills, stakeholder management, client-focused approach, and strong presentation abilities.
Utilize advanced Microsoft skills (Excel, Word, PowerPoint, Visio), external tools like Bloomberg, FactSet, Morningstar, and project management software such as MS Project.
Exhibit attention to detail, exceptional problem-solving skills, good judgment with confidential information, strong team player qualities, entrepreneurial initiative, and confidence to complete assignments independently.

Responsibilities

Educate Advisors on product attributes and portfolios; curate content and answer advisor/client queries.
Align to asset classes within Wealth Management (Fixed Income, Equities, Private Equity, Hedge Funds, etc.).
Provide periodic market updates and asset allocation studies for portfolios and funds.
Coordinate with Specialists and Portfolio Managers to provide regular insights via manager calls or events.
Author RFPs and coordinate RFIs for Institutional and Wholesale clients/prospects.
Coordinate with Specialists, PMs, and partner teams to deliver high-quality, cohesive information to clients.
Support stakeholder and project management initiatives for information management and BI strategies across groups.