Investment Advisor

Organization : Multi Ark Wealth Pvt. Ltd.
Location : Mumbai
Position Title : Assistant Manager
Role : Investment Advisor
Reports to : AVP – Investments
Reportees : None

Role Context:
Multi Ark, a part of the Epsilon Money group, will engage in developing its investment engine and providing
comprehensive financial planning to prospective clients. If you’re a strategic thinker, passionate about research, you
have found the right team.

  • Know the basics of investible asset classes with focus on equity and able to draw comparative analysis to
    develop investment models on the same. Thus, driving the Investment business by working closely with
    RMs to effectively pitch for new business by showcasing various third party and proprietary solution
    offerings to existing / potential new clients.
  • Analyze and prepare client portfolios and assist them in the portfolio construction / review process by
    working with product team to achieve their financial objectives as per client suitability and risk profile.
  • Study market trends & product(s) performance, collate research reports, update, and train the Sales team on
    day-to-day investment related information, investment ideas, new product updates etc.
  • Provide updates and recommendations to RMs and clients on portfolios. Thus, managing all relationships
    with internal and external stakeholders.
  • Managing deliverables while servicing all ad-hoc queries and requests.
  • Ensure adherence to Client & Products Suitability policy, regulatory standards, and requirements as well as
    all operating processes relating to the front office.
  • The successful candidate should be open to challenges, looking for immense growth professionally and
    intellectually. Passion towards wealth management is the most important.
  • Minimum Post-Graduate with 2-3 years of relevant experience preferred. An educational background in
    Finance will be an advantage.
  • Proficiency in ACE Equity/MF, MS-Office, etc. with strong analytical skills and financial modelling ability.
  • Candidates who have cleared SEBI/NISM Investment Advisor Exams/hold a license will be preferred.
  • Knowledge of relevant regulations pertaining to investment business.
    Skills, Abilities and Personality Traits
  • Proven leadership abilities, high degree of integrity with strong work ethic; thus, working in a self-managed,
    entrepreneurial environment.
  • Strong organizational and time management skills to effectively manage multiple investment mandates.
  • Excellent interpersonal and communication skills while managing clients.
  • Demonstrate ability to work with a structured approach towards defined investment process.
  • Ability to develop and maintain professional relationships.
    Compensation Range
  • Fixed: INR 5 Lakh to INR 7 lakh depending on experience
  • Variable: Annual Performance Based Bonus

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