Profile Strategist

Job Description :

• Contribute to achieving financial targets and business composition goals of the organization.
• Achieve ROI that surpasses the benchmark index for the portfolio, while managing acceptable risk levels.
• Guide Wealth Managers on the latest products to enhance their sales pitches.
• Actively engage in internal discussions to collaboratively develop house views across asset classes and create effective investment strategies.
• Propose new product concepts to the Investment Committee.
• Contribute ideas to enhance the investment platform by staying current with market developments, including automation, process optimization, and compliance with regulatory changes.

• Ensure client satisfaction by maintaining a portfolio aligned with their risk tolerance, financial goals, and investment preferences.
• Build strong, long-term client relationships, focusing on high retention through consistent performance and transparent communication.
• Provide clients with clear, understandable updates on portfolio performance and market conditions.
• Tailor investment strategies to meet each client's unique financial goals (e.g., retirement, education, wealth preservation).

• • Comply with regulations and internal policies and procedures to ensure that the firm achieves high compliance standards.
  • Conduct quarterly portfolio reviews with clients.
  • Contribute to systemization and platform strengthening to achieve scale and sustainability
  • Maintain confidentiality of sensitive information
  • Manage financial, regulatory and reputational risks for the firm and its clients prudently.

• • Participating in cross functional projects
  • Foster teamwork and collaboration at all levels of the organization
  • Engage effectively with internal stakeholders, particularly the investment teams to ensure successful outcomes for the firm and clients.
  • Pursue knowledge-enhancing initiatives and secure mandatory certifications/licenses, adhering to the personal development plan.
    

• Master's degree in Finance, Economics, Business Administration, or a related field.

• Holding or pursuing a chartered program, preferably Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA).
• Required NISM Certifications (5A, 21A) or any other as prescribed.

• 8+ years of experience in investment management, specifically for the HNI segment in Wealth Management.

• Deep understanding of financial markets, investment instruments, economic principles, and portfolio theory.
• Ability to analyze complex financial data, interpret market trends, and make informed investment decisions.
• Knowledge of relevant investment laws and regulations.

• Excellent verbal and written communication skills to effectively explain investment strategies and address client inquiries.
• Ability to build strong client relationships based on trust and a deep understanding of their needs.