Job Description
HI FREINDS,
• We have an Excellent opportunity with a Leading bank in Jaipur for the position of INVESTMENT ADVISOR
He will be handling JAIPUR Location - Geographic Area
Investment Advisor - 6 to 11 years of experience in Advisory Wealth Management
Working closely with Sr. Banking Partner/ Premier Banking Partner- Pioneer across Mumbai to construct and review portfolios under advisory mandate.
- Supporting RMs in activating clients under advisory services
- Maintaining client portfolios, conducting periodic reviews and recommending new product ideas.
- Understanding and profiling client's risk appetite, accordingly advise on investment opportunities.
- Updating portfolio and balancing it whenever required based on market dynamics.
- Creating investment proposals basis house view and recommending to the client. The proposals are documented and strictly adhered to the bank's compliance.
- Internally, liaising with the product, research and Investment Strategy team and fund managers on developments.
- Understanding of wide product categories such as Mutual Funds, Structures, PMS, Bonds, Private Equity, Non-Convertible Debentures, Real Estate and RE Funds, etc.
CANDIDATES FROM BANKING INDUSTRY SHOULD APPLY FOR THE ABOVE POSITION - OTHER INDUSTRY WOULD NOT BE ELIGIBLE.
SHARE YOU PROFILES ON BELOW MAIL-ID
[email protected]
Signature:
JOBSNAVIGATOR Banking Team on behalf of :
Arvind Elhance
[email protected]
( Ex RBI, Director Amex, Director AVIVA
• We have an Excellent opportunity with a Leading bank in Jaipur for the position of INVESTMENT ADVISOR
He will be handling JAIPUR Location - Geographic Area
Investment Advisor - 6 to 11 years of experience in Advisory Wealth Management
Working closely with Sr. Banking Partner/ Premier Banking Partner- Pioneer across Mumbai to construct and review portfolios under advisory mandate.
- Supporting RMs in activating clients under advisory services
- Maintaining client portfolios, conducting periodic reviews and recommending new product ideas.
- Understanding and profiling client's risk appetite, accordingly advise on investment opportunities.
- Updating portfolio and balancing it whenever required based on market dynamics.
- Creating investment proposals basis house view and recommending to the client. The proposals are documented and strictly adhered to the bank's compliance.
- Internally, liaising with the product, research and Investment Strategy team and fund managers on developments.
- Understanding of wide product categories such as Mutual Funds, Structures, PMS, Bonds, Private Equity, Non-Convertible Debentures, Real Estate and RE Funds, etc.
CANDIDATES FROM BANKING INDUSTRY SHOULD APPLY FOR THE ABOVE POSITION - OTHER INDUSTRY WOULD NOT BE ELIGIBLE.
SHARE YOU PROFILES ON BELOW MAIL-ID
[email protected]
Signature:
JOBSNAVIGATOR Banking Team on behalf of :
Arvind Elhance
[email protected]
( Ex RBI, Director Amex, Director AVIVA
💡 Quick Summary
Seeking a career-building opportunity? The Investment Advisor | Wealth Management position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai, Maharashtra offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
