Investment Advisor - Bengaluru

Investment Advisor – Kotak Alternate Asset Managers Ltd. (KAAML)Job RoleManage the financial planning and investment advisory process for HNI, UHNI and Family Office clientsUnderstand client risk profile and investment objectives and suitably advise clients on asset allocation and investment options across all asset classes - Equity, Fixed Income & AlternatesRegular engagement with clients covering market events and impact on their portfolios and dynamic restructuring of the same with changing market conditionsDetailed discussions on house views, asset allocation and performance benchmarking analysis of client portfolios on a predefined frequency Monitor portfolio investment policy statement (IPS) and report deviations. Ensure portfolios are aligned to the IPS to capitalize on prevailing opportunities without compromising on investment objectivesFocus on portfolio performance leading to increase in AUM and wallet share with the clientJob RequirementsQualification:MBA from Tier 1 B-School or CA or CFA Experience:Overall relevant work experience of at least 5 yearsOther Requirements:Good understanding of investment ideas across equities, fixed income and alternates from a client suitability standpointUnderstanding of investment products and asset allocation methodologiesSound Understanding of financial markets and keenness to stay updatedBeing up to date with current market trends, fund performances, investment products and competition product offeringsExcellent written and oral communication skills. Should be able to articulate investment strategy to clients with supporting rationaleLocation:Bangalore

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