Investment Advisor
Barclays · mumbai, India
investmentwealth managementclient relationshipregulatory compliancemarket analysisproduct developmentexperienced
Job Description
As an Investment Advisor, you will provide tailored investment solutions to UHNWIs and Family Offices. You will leverage your expertise in private banking and wealth management to manage client relationships and develop financial products. The role involves understanding market trends, responding to client inquiries, and collaborating with various stakeholders to enhance product offerings.
Qualifications
Experience in investment counselling, advisory, and management with knowledge of Indian and global markets. Regulatory certifications like NISM X-A, XXI-A, V-A are required.
Skills Required
- investment
- wealth management
- client relationship
- regulatory compliance
- market analysis
- product development
Location
City: mumbai · Country: India