Investment Counsellor - Private Wealth

Our Client a leading Wealth Management Firm is looking for Investment Counsellor

Location: Hyderabad

Key Responsibilities:

- Client Advisory: Provide personalized investment advice to individual clients based on their financial goals, risk tolerance, and investment horizons.

- Portfolio Management: Develop, implement, and monitor customized investment portfolios for clients, ensuring alignment with their financial objectives.

- Market Analysis: Keep up-to-date with market trends, economic news, and new investment products to offer relevant and timely advice to clients.

- Client Relationship Management: Build and maintain long-term relationships with clients by providing excellent customer service, responding to queries, and addressing concerns related to investments.

- Compliance & Risk Management: Ensure adherence to all regulatory and compliance requirements in the investment advisory process, mitigating any potential risks to client portfolios.

- Collaboration with Sales Team: Work closely with the sales team to identify new client opportunities and provide investment expertise to enhance business development efforts.

Interested candidates can reach us on +91-9323209630