Manager, Investment Advisory

Senior Manager – Wealth Management (Advisory)

• Company: Guardian Capital Investment Advisors
• Location: Jubilee Hills, Hyderabad
• Work Mode: Work from Office – 5 days a week
• Salary: ₹10–12 LPA (excluding bonus)
• Experience: Minimum 2 years of relevant experience

About Guardian Capital

• Guardian Capital is an elite wealth and asset management firm offering a wide range of services, including wealth management, financial planning, and taxation, customised to meet each client's individual needs.
• Guardian Capital has been recognised by CNBC-TV18 as the “Best Investment Advisory Firm Across India.”
• Why Work at Guardian?
• We believe our people are our greatest assets.
• We hire individuals who demonstrate integrity, passion, and a commitment to excellence.
• As a growing organisation, we offer opportunities for career growth and ESOPs.
• We strive to create a fun, exciting, and fulfilling workplace where every role is meaningful.
• We aim to make a meaningful difference in the financial well-being of the families who trust us with their savings.

Role Overview

We are looking for a Senior Manager – Wealth Management (Advisory) to join our team. The ideal candidate will have a strong interest in investment research, financial planning, and client servicing, with the ability to analyse investment performance and develop customised financial solutions.

Key Responsibilities

• Research and Investment Analysis
• Track and monitor the performance of invested funds.
• Attend fund manager calls to understand investment frameworks and reconcile internal research with fund managers' views.

Financial Planning

• Develop financial plans and deliver presentations to clients as required.
• Collaborate with team leaders to gather relevant client and financial information.
• Maintain and update client data and revise financial plans annually or whenever significant changes arise.

Client Service

• Obtain necessary documents and supplementary information from clients or team leaders during onboarding.
• Conduct purchase cost analyses as required.
• Conduct regular client meetings, address queries, and resolve client issues effectively.

Eligibility Criteria

• MBA or Master's degree in Finance or a related field.
• Minimum 2 years of relevant experience.
• Candidates pursuing CFA or CFP, or meeting the NISM Investment Adviser Level 1 and Level 2 examination requirements (Series X-A and X-B), as specified for the role.

Employment Terms

• Compensation: ₹10–12 LPA, excluding bonus. (depending on the background & experience)
• Work Schedule: 5 days a week, working from the office.
• Location: Jubilee Hills, Hyderabad.
• Bond Period: 2 years.

For more information, visit

www.gcia.in

Read more about Guardian Capital

https://yourstory.com/2020/02/guardian-capital-investment-banker-snapdeal-zomato

Join Guardian Capital and build a rewarding career while helping clients achieve their financial goals.