Client Partner - Family Office & Investments

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

• 13–23 yrs of experience
• Mutual funds
• Compliance
• Any graduate