Investment Advisory

Role Overview
Advisors - Investment support Relationship Managers by delivering high-quality analytics, investment proposals, research insights, and ensuring flawless advisory execution. This role is pivotal in enhancing client outcomes and driving data-backed decision-making.

Key Responsibilities
1. Portfolio Analytics
Prepare portfolio review reports and rebalancing recommendations
Run investment proposal simulations and scenario analysis

2. Research Support
Track performance of funds, products, and client portfolios
Identify risks, trends, and emerging opportunities across asset classes

3. Client Interaction Support
Join RM/client discussions to provide analytical inputs
Prepare data-backed insights for presentations and proposals

4. CRM & Advisory Execution
Maint...