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