An esteem client of Innoquest Consulting, into financial services is seeking Investment Counsellors for their Bangalore office.
Function: Wealth Management / Investment Advisory
Role Purpose:
The Investment Counsellor will be responsible for managing and deepening relationships with HNI/UHNI clients, understanding their investment objectives and providing suitable investment solutions across various asset classes.
Key Responsibilities
• Manage and nurture relationships with HNI/UHNI clients, family offices and promoter families.
• Understand client financial goals, risk profile and investment requirements and provide tailored investment advice.
• Advise clients across products such as PMS, AIFs, Mutual Funds, Private Equity, Structured Products, Equity and Debt.
• Drive AUM growth, revenue generation and new client acquisition through existing relationships and referrals.
• Develop and maintain a strong client book / AUM, with focus on client retention and wallet share expansion.
• Identify new business opportunities and build relationships with prospective HNI/UHNI clients.
• Work closely with investment/product teams to provide clients with market insights, portfolio reviews and investment recommendations.
• Ensure a high level of client engagement and provide regular updates on portfolio performance and investment opportunities.
Ideal Candidate
• 15+ yrs of experience in Wealth Management / Private Banking / Investment Advisory / Financial Services.
• Strong experience handling HNI/UHNI clients, preferably promoters, entrepreneurs and family offices.
• Proven track record of AUM / revenue generation and client acquisition.
• Strong knowledge of PMS, AIF, MF, PE, Equity, Debt and other investment products.
• Should preferably be an Individual Contributor / Investment Counsellor with an existing client network and ability to build their own book.
• Excellent relationship management, communication and investment advisory skills.