Client-Facing Product & Solutions Specialist, VP
Core
Managing investment advisory mandates across India, formulating asset class views (Equity, Debt, Multi-asset), and providing advice to private and UHNW clients.
Role type
VP, Client-Facing Product & Solutions Specialist
Builds
Investment portfolios and advisory mandates for private and UHNW clients
Domain
Wealth Management / Investment Advisory
Deliverable
client delivery
Required skills
Investment advisory, portfolio management, asset class analysis, client relationship management, regulatory compliance, market trend analysis, product enhancement, presentation skills, English communication
Preferred skills
CFA, CA, or MBA Finance from premier institutes, Bloomberg, Reuters, Excel, PowerPoint
Technologies
Bloomberg, Reuters, Excel, PowerPoint
Responsibilities
Manage all investment advisory mandates across India, formulate asset class views and provide advice to clients, conduct periodic portfolio reviews and meetings, lead product enhancements, create monthly newsletters on house views, analyze market trends and update clients, increase share of wallet, manage ad hoc investment enquiries, ensure adherence to suitability policies and regulatory standards
Seniority
VP, strategic leadership & hands-on management
