SVP, Investment Counsellor (Non Resident Indian Market), Treasures Private Client, Consumer Banking Group
Core
Provide advisory and investment services to high net worth clients, focusing on Non Resident Indian markets and developing appropriate investment strategies.
Role type
Senior IC investment counsellor (private banking)
Builds
Wealth management, investment, and financial solutions for high net worth clients
Domain
Consumer Banking / Private Banking / Wealth Management
Deliverable
client delivery
Required skills
portfolio management, Non Resident Indian market expertise, private banking products knowledge, financial market analysis, regulatory compliance
Preferred skills
CFA designation
Responsibilities
Provide advisory and investment services to high net worth clients; Jointly develop and maintain client relationships with Relationship Managers; Partner with Relationship Managers to review and monitor clients' portfolios; Perform regulated activities and ensure full compliance with policies and regulatory authorities
