Client Partner - Family Office & Investments
IndiaFull-timeLead levelPosted 1 week ago
Leadership banking role at Icici Securities.
About the role
Understand clients' financial goals, risk appetite, liquidity needs, and investment horizon. Provide investment recommendations across mutual funds, equities, bonds, PMS, AIFs, structured products, and other wealth products. Conduct portfolio reviews and suggest rebalancing strategies. Meet clients jointly with RMs to discuss market outlook and investment opportunities.
What you'll do
- Provide investment recommendations across mutual funds, equities, bonds, PMS, AIFs, structured products, and other wealth products
- Conduct portfolio reviews and suggest rebalancing strategies
- Meet clients jointly with RMs to discuss market outlook and investment opportunities
- Track financial markets, economic developments, and research reports to provide timely advice
- Prepare investment proposals, asset allocation plans, and portfolio presentations
What you need
- Mutual funds
- Compliance