Client Partner - Family Office & Investments
IndiaFull-time13–23 yrsPosted 1 week ago
Leadership banking role at Icici Securities. Needs 13+ years and a degree.
About the role
Client Partner - Family Office & Investments at Icici Securities. Analyse client investment portfolios and recommend suitable portfolio changes based on client requirements and market conditions.
What you'll do
- Analyse client investment portfolios and recommend suitable portfolio changes based on client requirements and market conditions
- Evaluate portfolio performance against relevant benchmarks, including asset allocation, AMC/fund concentration, sector allocation and overall portfolio diversification
- Conduct regular portfolio review discussions with existing clients and provide investment insights
- Engage with prospective clients to understand their investment requirements and provide relevant investment solutions
- Partner with Relationship Managers (RMs) and conduct training sessions on investment advisory products and services to enhance their product knowledge and mindshare
What you need
- Mutual funds
- Compliance