Client Partner - Family Office & Investments
Date: Jun 4, 2026
Location: NEW DELHI
Company: icicisecur
- 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.
- Track financial markets, economic developments, and research reports to provide timely advice.
- Prepare investment proposals, asset allocation plans, and portfolio presentations.
- Ensure clients' portfolios remain aligned with their risk profiles and investment objectives.
- Support RMs in acquiring new high-net-worth (HNI/UHNI) clients through investment discussions.
- Monitor portfolio performance and proactively identify opportunities or risks.
- Ensure compliance with regulatory and internal investment advisory guidelines.
- Conduct investor education sessions and market update meetings for clients.