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  • Ambition Learning Solutions
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  • 2 - 5 Years
  • Posted : above 1 month

Job Description:

Client portfolio reviews and change recommendations

Assisting investment advisors in financial plan data collection and client coordination
Financial plan creation

Assisting investment advisors in preparation for plan presentation and plan and portfolio review meetings

Coordination with investment advisor and client servicing teams with respect to implementation of plan where applicable

Research on new financial planning trends and data insights linked to financial plans

Aid in queries linked to clients financial plan and investment recommendations

Financial planning, risk profiling software housekeeping and portfolio reporting software integration with client reports

Maintenance of planning and review calendars for clients

Compliance for clients

Detailed research on multiple financial products

Mutual funds

- Equities

- Portfolio Management Services

- Bonds

- Real Estate

- Commodities

- Alternative assets

- Life Insurance

- Health insurance

- Other insurance

- IPOs

Regular meetings with Asset/Fund/Portfolio Managers and Relationship Managers to get their view on financial markets and financial products

Analysing and sharing macro views on global and local economy, and local and global financial markets

Sharing research/investment updates with investment advisors and with teams on an ongoing basis

Commentary creation to share with clients newsletters, social media, blogs, case studies, articles, etc

Research software housekeeping

Blog, website and social media maintenance with research, commentary and news insights

Candidate Profile

Analytical ability

Comfortable with numbers

Comfortable with meeting and interacting with people

Willingness to coordinate amongst multiple teams

Willingness to meet asset managers/product manufacturers to get views on financial markets and financial products, inside and outside office as and when events/opportunities arise

Constantly updated on new happenings

Good communication skills oral and written

Willingness to go out of office for client/ other meetings, whenever needed

Ability to remain constantly updated on financial markets and macroeconomics

Comfortable with quick turnarounds and deadlines

Sound planning and product knowledge

Portfolio design and monitoring experience

Relevant work experience of at least 1 year

Experience Relevant work experience of at least 2 years

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Educational/Training, Research/Surveyor/MR
Functional Area : Banks/Insurance/Financial Services
Role : Banking -General
Salary : As per Industry Standards
Deadline : 11th Mar 2020

Key Skills:

Company Profile:

Ambition Learning Solutionsarfix

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