Client Partner - Family Office & Investments

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Minimum Qualification- Graduation

Total Experience- Minimum 13 years

Location- Delhi/Gurgaon & Chennai

Key Responsibilities:

• 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.
• Track and monitor business performance, portfolio metrics and key business numbers.
• Prepare market outlooks, investment views and presentations for client and internal discussions.
• Maintain comprehensive knowledge of mutual funds and other relevant investment products.

Key Skills / Competencies:

• Strong understanding of all wealth products, portfolio construction and asset allocation.
• Good analytical and financial-market understanding.
• Ability to interpret portfolio performance and provide actionable insights.
• Strong client-facing and communication skills.
• Ability to work closely with RMs and business teams.
• Good presentation and stakeholder-management skills.
• Strong understanding of regulatory and compliance requirements.