Ladderup Asset Managers Private Limited
Mumbai, Maharashtra, India
(on-site)
Posted
1 day ago
Job Type
Full Time
Job Duration
Indefinite
Salary
$500,000.00 - $700,000.00
Industry
Private Wealth Management Firm/Family Office/Trusts
Min Experience
1-2 Years
Min Education
Bachelors
Required Travel
10-25%
Salary - Type
Yearly Salary
Job Function
Investment Advisor/Consultant
Entry Level
Yes
Description
- Undertake complete portfolio analysis for HNI, Ultra HNI and corporate clients.
- Prepare financial plans and Investment Policy statement for the clients.
- Understand clients needs and requirements while positioning the products and services
- Analyze each client portfolio on an ongoing basis to ensure that the overall Asset Allocation is in line with long term objectives; Assess the needs for Asset Rebalancing; Identify laggards in the portfolio and analyze if such underperformance is temporary or if it needs a portfolio action.
- Call clients periodically to review their investment needs and to determine whether market changes, life situations, economic trends, or financial performance require a portfolio reassessment.
- Recommend strategies that clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, setting up of trusts, formulating of Wills, Tax issues, besides just investment planning to ensure that you are positioned as the client’s primary consultant.
- Provide various Investment performance reports and summaries to the clients.
- Maintaining a log of client concerns or feedback and evaluate them for better success rates.
- Maintain adequate documentation for actions taken on behalf of the client or advise offered to the clients.
- Cross-sell products and services to clients as per their lifestyle needs, risk requirements while keeping in mind their overall financial objectives.
- Support investment professionals or relationship managers to cultivating or enhancing client relationships.
- Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers are met or exceeded.
Requirements
Excellent oratoral and presentation skills.
Adept at word, Excel and Powerpoint.
Clarity over various financial concepts and terminologies pertaining to capita markets and products like Equity, Mutual Funds, Debt securities, Structure products, AIF, etc
Good market knowledge to successfully manage clients and maintain healthy relationship.
Awareness of various macro and micro economic trends and events taking place both in india and globally.
Job ID: 85678737
