Investment Specialist/ Advisor- Private Banking

Our Client, a Leading Private Bank is looking out for Investment Specialist to be based at Mumbai.

Role Description

The responsibilities include developing and managing personalized investment strategies, conducting in-depth financial analysis, and offering expert investment advice. The role requires maintaining strong relationships with clients to understand their financial goals and effectively manage their investment portfolios of HNI/ Ultra HNI customers of the Bank. The Investment Specialist will collaborate with Relationship Management teams to ensure effective portfolio management and generate tailored solutions to drive optimal returns for clients.

The individual would build a focus towards investment cross sell among Relationship Management teams and help building on Investment penetration of HNI clients

Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products

Qualifications

• Around 10 yrs experience and Strong expertise in Investment Strategies, Investment Management, and creating personalized financial solutions in Private Banking / Private Wealth space.
• Proven analytical skills, with the ability to interpret complex financial data and provide actionable insights.
• Solid knowledge of Finance and Investments, with hands-on experience in financial instruments and market trends.
• Exceptional communication and relationship management skills, with a client-centric mindset.
• Bachelor's degree in Finance, Economics, or a related field; MBA or CFA certification is an advantage.
• Ability to work independently and as part of a team in a dynamic, fast-paced banking environment.