AddressInvestment Counsellor(IC) - IN TOP BROKING COMPANY
The key responsibilities of the role will be as follows:
- Own the business performance of the regional in terms of revenue, market share both in terms of NCA & increased AUM.
- Working closely with Relationship Managers and clients, providing advice on investments.
- Providing clients with specialist investment advice, constructing and managing their strategic asset allocation and tactical portfolios
- Continually seeking to enhance investment platforms in line with evolving market development
- Creating value for the clients across asset classes and managing portfolios
- Driving of strategic and tactical allocation strategies along with the Research & Product team
- Advisory desk would play a pivotal role in product/ asset allocation strategies for clients based on investment views and client's investment needs.
