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Investment Advisor

2 months ago


Singapore NUVAMA INVESTMENT ADVISORS PRIVATE LIMITED Full time
About Nuvama Investment Advisors Private Limited

We are a leading private wealth practice in India, serving over 3600+ families with a strong reputation and trust backed by the Edelweiss Group and the PAG Group.

Job Summary

We are seeking an experienced Investment Counselor to join our team. As an Investment Counselor, you will be responsible for providing personalized financial advice and guidance to our high net worth individual (UHNI) clients.

Key Responsibilities
  • Investment Management: Review clients' current financial positions, existing investments, income sources, expenses, and any other relevant financial data to provide tailored investment advice.
  • Portfolio Rebalancing: Monitor portfolio performance, rebalancing asset allocations as needed, and making adjustments based on changes in market conditions or clients' financial circumstances.
  • Risk Management: Assess and manage investment risks, helping clients understand the risks associated with different investments and implementing strategies to mitigate these risks according to clients' risk tolerance levels.
  • Research and Analysis: Stay informed about financial markets, economic trends, and investment opportunities, conducting research and analysis to identify potential investment opportunities that align with clients' objectives.
  • Client Relationship Management: Build and maintain strong relationships with clients, providing ongoing support, addressing concerns, and communicating regularly to keep clients informed about their investments' performance and any necessary adjustments.
Requirements
  • 8+ years of total experience with a minimum of 5 years advising UHNI clients in private wealth units of banks/NBFCs/EAM/wealth outfits.
  • Ability to multitask, assess, and manage investment risks.
  • Strong written communication and interpersonal skills.
  • Ability to work in a fast-paced environment and adapt to changing market conditions.
Preferred Qualifications
  • Experience with structured products, securities, and financial modeling.
  • Knowledge of economics and financial markets.
  • Ability to work with a diverse range of clients and their financial needs.
What We Offer
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.