Description
We are seeking a Client-Facing Product & Solutions Specialist, VP to manage investment advisory mandates across India.
The successful candidate will be responsible for:
- Managing all investment advisory mandates across India
- Formulating asset class views (Equity, Debt & Multi-asset) and providing advice to clients
- Conducting periodic portfolio reviews and meetings with clients
- Leading product enhancements to improve overall product offering
- Analyzing market trends and product performance
- Providing updates and recommendations on investment portfolios
- Increasing share of wallet from existing clients and acquiring new advisory business mandates
- Managing ad hoc client investment enquiries
- Ensuring adherence to Client & Products Suitability policy and regulatory standards
In return, you will enjoy a range of benefits including:
- Best-in-class leave policy
- Gender-neutral parental leaves
- 100% reimbursement under childcare assistance benefit
- Sponsorship for industry-relevant certifications and education
- Employee Assistance Program
- Comprehensive Hospitalization Insurance
- Accident and Term Life Insurance
- Complementary Health Screening
To be considered for this role, you will need:
- At least 15 years of experience in investment advisory and wealth management client portfolio management
- Excellent presentation and communication skills in English
- Bachelor's degree or above in Finance, Economics, or a related discipline
- Relevant local licenses and qualifications
- Good understanding of private clients and U/HNW clients' needs
- Superior analytical skills and attention to detail
- Professional integrity with excellent client-facing advisory and sales skills
- Working knowledge of order execution and management
- Proficiency in Bloomberg, Reuters, Excel, PowerPoint, and other research/data compilation tools
- Leadership abilities and high degree of integrity