Investment Advisor

Job Role: Investment Counselor

Location: Mumba

i
Experience: 3–7 years in Wealth Management (preferably Product or IC functio

n)
CTC: Up to ₹40 La

khs
Role Over

viewThe Investment Counsellor will be responsible for advising and guiding ultra-high-net-worth (UHNW) and high-net-worth (HNI) clients on investment strategies, asset allocation and portfolio construction. The role requires strong market understanding, relationship management skills, and the ability to deliver customized investment solutions aligned with client objecti

ves.
Key Responsibili

• ties:Provide comprehensive investment advisory and asset allocation guidance to HNI/UHNW cli
• ents.Assess client portfolios, risk profiles and long-term financial objectives to recommend suitable investment strate
• gies.Collaborate closely with Relationship Managers and Product Teams to deliver holistic wealth solut
• ions.Monitor market trends, macroeconomic developments and product performance to update clients proacti
• vely.Present investment views, ideas and portfolio reviews to clients in a structured, data-backed ma
• nner.Ensure compliance with internal policies, regulatory norms and documentation stand

ards.
Required Skills & Qualifica

• tions:3–7 years of experience in investment counselling, wealth management, portfolio advisory or relevant financial services
• roles.Strong understanding of financial markets, asset classes (equity, debt, alternates) and portfolio management princ
• iples.Exceptional communication and presentation s
• kills.Ability to interpret market data and create actionable investment recommenda
• tions.SEBI RIA or NISM certifications are preferred (if applic
• able).Strong analytical ability with a client-centric mi

ndset.
Preferred Back

• ground:Experience with leading wealth management firms, private banks, AMCs, PMS/AIF platforms or financial advisory
• teams.Exposure to handling HNI/UHNW client se