Website Resurgo Consultants
About the Role:
We are looking for an Investment Product Specialist to support Wealth Managers in delivering investment solutions and providing high-quality investment guidance to HNI/UHNI clients.
The role requires strong knowledge of wealth management, investment products, financial markets and equity research, along with excellent client-engagement skills.
Key Responsibilities:
Client Engagement & Investment Support:
– Support Wealth Managers in raising funds from HNI/UHNI clients through technical and fundamental equity research.
– Provide investment support, education and guidance to clients, prospects and Relationship Managers.
– Share investment opportunities, research reports and relevant market updates.
– Engage with active clients and support efforts to activate dormant clients.
– Participate in HNI client meetings, seminars, events and regional visits.
– Assist in preparing quarterly client newsletters.
Market Research & Analysis:
– Research investment products, financial markets and economic trends.
– Track competitors’ investment capabilities, products and pricing.
– Stay updated on regulatory changes and industry practices.
Financial Planning & Reporting:
– Assist in developing personalised financial plans based on client goals, risk tolerance and preferences.
– Prepare investment summaries, financial reports and portfolio performance reviews for client presentations.
Candidate Profile:
– Graduate/Postgraduate in any discipline.
– 3 – 6 years of relevant experience.
– Strong understanding of Wealth Management and Investment Products.
– Good knowledge of equity research and financial markets.
– Strong analytical and communication skills.
– Ability to work closely with Wealth Managers and HNI/UHNI clients.
– Customer-focused, adaptive, resilient and compliance-oriented.
Key Skills:
– Wealth Management
– Investment Products
– Equity Research
– Fundamental & Technical Analysis
– Financial Markets
– HNI/UHNI Client Engagement
– Investment Advisory Support
– Portfolio Analysis
– Financial Planning & Reporting
– Market & Economic Research
Locations: Mumbai & Chennai
To apply for this job please visit www.iimjobs.com.
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