Job openings for wealth advisor in noida delhi

Nature of work
 Research whole gamut of investment products across various asset classes
 Prepare and maintain investment/portfolio sheets for clients
 Discuss portfolio performance with the clients in the quarterly meetings
 Maintain detailed meeting notes of the meetings and execute follow-ups on a timely basis
 Interact with clients- mostly UHNIs- on their queries
 Liaison with custodians, banks and third party PMS, AIFs, etc. to implement the portfolio strategy for the clients
 Compute advisory fees quarterly
 Liaison with clients’ CAs during tax filing period
QUALIFICATIONS:
 Excellent written and oral communication skills
 Very well versed in MS Excel
 An eye for detail and a can-do attitude are MUST
 Candidate must be eager to learn and grow in the role to take lead roles in client relationship
 Should possess strong problem solving, analytical and time management skills
 Keen interest in capital markets and investments will be an added advantage
 Related work experience of 2 to 3 years role in the financial sector
 Graduate/Post graduate in commerce/business studies. CA and/or CFA (Level 2 or 3) is a MUST