Financial Planner - Private Wealth

Mumbai, Konkan (IN), New Delhi
29 Oct 2020
21 Dec 2020
Employment Type
Full Time

Accountability - 

1.    Portfolio Monitoring and Reviews
2.    RM team support for Advisory and Family Office client acquisition

Supporting Actions - 

    Prepare high Quality, customized Investment proposals and pitches for prospects / clients
    Understand various investments of Advisory and Family Office clients and give recommendations based on client suitability and risk profile.
    Prepare monthly/quarterly reports for clients within TAT
    Provide ASK views and recommendations on existing portfolios of prospects / clients
    Continuous monitoring and track portfolios of clients and recommend changes if needed.
    Assist RMs in monitoring and tracking implementation of plans

Product Knowledge - 

    Complete understanding and command over all investment products
    Understand Client profile and Asset Allocation models
    Act as a bridge between product and RM team to discuss nuances and positioning each new product ideas.
    Well-versed with taxation on investment products

Eligibility - 

Candidates with 7-9 years of relevant experience in wealth / private banking only will be considered.

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