Expert Wealth Advisor
6 days ago
We are seeking a skilled Investment Counsellor to join our team at Nuvama Investment Advisors Private Limited.
Job SummaryThis is a challenging role that requires a high level of expertise in investment management and advisory services. The successful candidate will have 8+ years of experience in private wealth units of banks, NBFCs, EAMs, and wealth outfits, with a minimum of 5 years advising UHNI clients.
Key Responsibilities- Provide personalized financial advice and guidance to clients based on their individual financial circumstances and goals.
- Review clients' current financial positions, existing investments, income sources, expenses, and any other relevant financial data.
- Monitor portfolio performance, rebalance asset allocations as needed, and make adjustments based on changes in market conditions or clients' financial circumstances.
- 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.
- Stay informed about financial markets, economic trends, and investment opportunities, conducting research and analysis to identify potential investment opportunities that align with clients' objectives.
- Adhere to regulatory guidelines and ethical standards, ensuring that recommendations and actions comply with relevant regulations and industry standards.
- 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.
To be successful in this role, you will need:
- A minimum of 8 years of total experience, with 5 years advising UHNI clients in private wealth units of banks/NBFCs/EAMs/wealth outfits.
- Experience in investment management, investment advisory, solutions management.
- Strong knowledge of financial markets, economic trends, and investment opportunities.
- Ability to multitask, assess risks, and implement strategies to mitigate them.
- Excellent written communication skills and ability to build strong relationships with clients.
The estimated salary for this role is ₹60 Lakhs - ₹80 Lakhs per annum, depending on experience and qualifications.
About UsNuvama Investment Advisors Private Limited is a leading private wealth practice in India, serving over 3600+ families. We offer a range of services, including distribution of high-quality wealth financial products, investment advisory, estate and succession planning, securities broking & lending.
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