Wealth Products Advisors / Investment Analysts_ Gurgaon

Our Client: The client is a technology-enabled financial services firm operating in the wealth and investment advisory space. The organization focuses on research-led advisory solutions for affluent clients, offering a diversified range of investment products while maintaining strong governance and compliance standards.

Title: Advisors / Investment Analysts

Location: Gurgaon

Education: Graduate

Experience: 7+ years

About the Role: Advisors / Investment Analysts will work closely with Relationship Managers (RMs) to support investment advisory delivery. The role focuses on portfolio analytics, research support, proposal preparation, and advisory execution, ensuring high-quality and consistent outcomes for affluent clients.

Key Responsibilities:

1. Portfolio Analytics & Reporting:

• Prepare portfolio review and performance analysis reports
• Create rebalancing recommendations based on client goals and market conditions
• Develop investment proposal simulations and scenario analyses

2. Research & Performance Tracking:

• Track performance of recommended investment products and portfolios
• Identify risks, trends, and investment opportunities
• Support ongoing research and data analysis for advisory decisions

3. Client Interaction Support:

• Participate in client calls and meetings along with RMs
• Provide real-time analytical support during discussions
• Assist in responding to client queries related to portfolio performance and recommendations

4. CRM & Advisory Execution:

• Maintain accurate and up-to-date records in the CRM system
• Document investment advice and ensure proper advisory execution and audit readiness
• Support compliance and internal governance requirements

Requirement:

• Strong analytical skills with advanced proficiency in Excel
• Prior experience supporting Relationship Managers in a wealth management setup
• Good communication skills with structured and logical thinking ability
• Detail-oriented and comfortable working with data and reports

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