Equity Advisor / Investment Counsellor
Spark Family Office and Investment Advisors (India) Private Limited, or Spark Private Wealth, is a subsidiary of Spark Capital Advisors (India) Limited. We extend the core DNA of Spark Capital - Knowledge, Integrity, Trust & Transparency - to help Affluent Families, Business Owners / Promoters, Family Offices, New Age Entrepreneurs and CXOs to navigate a world full of opportunities and risks.
We offer products and services designed to help them seamlessly create, preserve, and transition their wealth across their generations. Our offerings are backed with a robust Investment Policy Framework which is backed by best-in-class research and superior execution to pick future winners well ahead of our competition.
- Advise clients on their equity portfolio and structuring / restructuring as required.
- Structure and design portfolios after analyzing fundamentals of companies across sectors and market Cap.
- Contribute towards investment committee ideas and prepare research reports.
- Coordinate with research team for advice/review of portfolio for top customers on regular basis.
- Share research recommendations, macro-economic outlook and views on equity markets and different sectors with clients.
CA or pursuing CFA or MBA from Tier I institute
- Minimum experience of 8-10 years in Equity Advisory with HNI / UHNI Client Segment.
- Excellent advisory knowledge across Indian Equity Markets and Sectors.
- Excellent spoken and written communication skills in English Language.
- Passionate about equity markets and updated with global economic trends affecting client portfolio.
- Should be well versed with equity markets and trading strategies.