Investment Advisor

Job description / Role

- An exciting and challenging role working with high-net worth clients to invest their assets.
- Substantially help Relationship Manager's generate revenue by the portfolio activities below.
- Create investment proposals and portfolio reviews including asset allocation and product recommendations.
- Monitor portfolio performance and recommend products to buy and sell based on the client's goals and risk tolerance.
- Study the bank's extensive research recommendations and advise clients accordingly.
- Work with broad product line spanning many assets classes like equities, bonds, mutual funds, hedge funds, private equity, etc.
- Develop deep expertise on focus products and communicate benefits & risks to clients

Requirements

- Experience of working within an a large bank in investment or product focused role
- Good balance of investments knowledge and sales skills
- Strong communication and written sales experience
- Language -- Strong English plus some basic fluency in Hindi/Urdu
- MBA in Finance or CFA certification (Extensive investments work experience could offset lack of MBA/CFA)

About the Company

Part of the MRL Group, MRL Financial works in partnership with leading global finance-based organisations to provide a complete recruitment service. Primary divisions comprise technology and operations, risk management, audit and compliance.