Investment Specialist - Private Wealth

Our Client a leading Wealth Management Firm is looking for Investment Specialist.

Role & responsibilities:

- The role will involve providing personalized investment advice, portfolio management, and wealth planning services to high-net-worth clients.

Client Relationship Management:

- Develop and maintain long-term relationships with high-net-worth clients, serving as the primary point of contact for their investment needs.

Investment Strategy & Advice:

- Provide expert advice on asset allocation, portfolio construction, and investment strategies tailored to the specific needs of each client.

Portfolio Monitoring & Management:

- Regularly monitor client portfolios, analyze performance, and make adjustments as necessary based on changing market conditions and client goals.

Research & Market Insights:

- Conduct in-depth research on financial markets, investment products, and asset classes. Provide clients with market updates, investment insights, and new opportunities.

Compliance & Reporting:

- Ensure that all investment recommendations and client interactions are compliant with regulatory requirements. Maintain accurate and up-to-date records.

Preferred candidate profile:

- Strong understanding of financial markets, investment products, asset allocation, and portfolio management.

- Excellent communication and interpersonal skills with the ability to build relationships and trust with clients.

- Request you to kindly apply to this mail if you are interested OR You can also Call or WhatsApp me on below provided number to know more in Detail Regarding Opportunities with us.

Hemisha
9323209630