INVESTMENT ADVISOR
Published date: 2026/11/08
- Location: New Delhi, Delhi, India
HI FREINDS,
We have an urgent position of Investment Advisor role with a leading Private Banking Group for Mumbai location
Candidates preferred handling wealth products and from Banking and NBFCs preferered
Handled products like PMS/AIFs/LI/GI/MFs and Related wealth products.
Job Description as below.
INVESTMENT COUNSELLOR ROLE:
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.
Associate2@jobsnavigator.co.in - please share your profile mentioning IC role Mumbai Location in Subject line
We have an urgent position of Investment Advisor role with a leading Private Banking Group for Mumbai location
Candidates preferred handling wealth products and from Banking and NBFCs preferered
Handled products like PMS/AIFs/LI/GI/MFs and Related wealth products.
Job Description as below.
INVESTMENT COUNSELLOR ROLE:
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.
Associate2@jobsnavigator.co.in - please share your profile mentioning IC role Mumbai Location in Subject line
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