Financial Planner - Private Wealth
- Employer
- ASK Wealth Advisors
- Location
- Mumbai, Konkan (IN), New Delhi
- Salary
- Negotiable
- Posted
- Oct 29, 2020
- Closes
- Dec 21, 2020
- Job Function
- Portfolio Management: Multi-Asset, Wealth Management
- Industry Sector
- Private Wealth Management Firm
- Certifications
- CFA Charterholder, Passed CFA Level III (Charter Pending)
- Employment Type
- Full Time
- Education
- Bachelors
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.