Vice President - Portfolio Counsellor, WPB India

About the role

Wealth & Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures.

What you'll do

• The role of an Investment Counsellor (IC) is that of a Product Expert (PE) on investments and is required to provide financial analysis and investment recommendations…
• Assist Premier Relationship Manager in deepening and growing client relationships through identifying and uncovering client's needs
• Conduct portfolio reviews with PRMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate
• Improve Premier Relationship Manager product specific technical knowledge by effective on-job coaching and training
• Ring-fencing of Premier customers

What you need

• 8–14 yrs of experience
• Financial analysis
• Sales
• Wealth management
• Insurance
• Chartered Accountant or MBA or B.Com