Our client is seeking an experienced Investment Counsellor for an Indian NBFC (based in Dubai), which specializes in providing tailored investment solutions, advisory services, and wealth management.
The role involves leading a team of relationship managers to ensure the delivery of wealth revenue, addressing internal requirements, and taking full responsibility for investment advice, while directly engaging with key clients and relationship managers.
Key responsibilities include:
- Providing expert investment advice and support to Senior Relationship Managers and Ultra High Net Worth advisory clients across various assets, including equities, fixed income, FX/commodities, funds, real estate, structured solutions, direct investments, derivatives, and discretionary mandates
- Identifying and executing cross-selling opportunities across departments
- Assisting Relationship Managers in acquiring new assets under management, understanding new products, and identifying potential investment clients
- Ensuring that advisory and discretionary trades are accurately executed and recorded in the Advent system
- Continuously assessing and updating client risk profiles
- Selecting suitable products from the available range
- Constructing client investment portfolios in accordance with risk profiles, product availability, and current asset allocation models
- Regularly reporting on client investment performance; reviewing and adjusting client risk profiles as necessary, and consulting with clients and relationships on proposed changes
- Collaborating with the Chief Investment Office to prepare and review investment account statements
- Analyzing positions, asset allocation, suitability, and recommending investment changes or new ideas
Product knowledge :
- Complete understanding and command of overall investment products (Indian products & Dollar)
- Understand Client profile and Asset Allocation models
- Act as a bridge between Product Team and RM team to discuss nuances and positioning each new product idea.
- Well-versed with taxation on investment products
- Requirements
- Minimum Bachelor's Degree in finance-related field
- At least 10-15 years financial experience, out of which 7 years of investment experience and 5+ years Private Banking experience with investment bias
- In-depth knowledge of the product and services, associated charges / fees, legal provisions, delivery process, equity and bond market, unit trusts and other personal investment services
