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Investment Counsellor

LGT Wealth India
Industry Standard
Closing date
Apr 19, 2024

View more

Job Function
Investment Advisor/Consultant
Industry Sector
Private Wealth Management Firm
Employment Type
Full Time

Investment Counsellor to High and Ultra High Net Worth Clients ($5-50 million USD). IC will work with a Senior Banker, who has more than 2 decades of experience.

About the Organisation:
LGT Wealth India, formed after a strategic investment from LGT Group, is a leading international Private Banking and Asset Management company. Owned by the Princely Family of Liechtenstein for more than 80 years, the group is fully focused on private banking and institutional asset management. With an established legacy of being a reliable long-term partner in wealth management, LGT is a leading global wealth manager with over USD 275 billion in client assets. It is the 7th largest Private Bank in Asia managing over USD 110 billion in assets and India manages over USD 2 Billion.


  • Define and implement investment strategies for High Net Worth and Ultra High Net Worth and their needs, centered on an investment platform
  • Recommend investment solutions in various asset classes UHNIs
  • Build a deep understanding of the client’s present and future investment needs, anticipating the client’s needs as it relates to their overall investment strategy
  • Advise on the products and services offered by the platform
  • Be rigorous monitoring the clients' portfolios to ensure alignment to objectives and risk tolerances
  • Profitably grow the client base and increase assets under management
  • Develop new business by consolidating assets from existing clients

Key Qualifications:

  • Graduate in Economics and Finance
  • CFA Program candidate progressing towards the CFA Charter will be preferred
  • 1-3 years of professional work experience
  • Passionate about financial markets with a commitment to stay current on industry trends
  • Strong analytical skills with a meticulous attention to detail
  • Excellent communication and interpersonal skills
  • Proven ability to work both independently and collaboratively within a team environment

Work Location: Mumbai
Compensation: Industry standard
Vacancies: 1

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