Investment Councilor

Multi Ark Wealth Pvt Ltd. is a part of the Epsilon Money group with focus on Investment Advisory and Asset Management. We launched our IA practice in Jan 24’ and are making strong progress and growth with high quality customers centric customized advisory across asset classes and investible instruments. With growth in client franchise and at the right time we have ambitions to venture into PMS and AIF manufacturing. The investment team is at the core of this business. It is responsible to build our Asset Allocation engine, do investment research across Asset classes and instruments/Product, build and review client portfolios and lead our client communication initiatives. If you’re a strategic thinker, passionate about financial markets and research and like communicating your thoughts and strategies with clients, you have found the right fit.

Key Responsibilities:
As an investment councilor, you are required to manage and grow our premier clients, managing the relationship, taking responsibility for Asset allocation and portfolio alignment, periodic reviews and updates.

Portfolio Analysis:

• Conduct in-depth financial analysis, Risk profiling and goals analysis including financial modeling, to evaluate the financial suitability and performance of potential investment opportunities for select clients.
• Assess industry trends, market updates, and economic indicators to provide informed recommendations.

Client Relationship Management:

• Cultivate and maintain strong relationships with clients managed, understanding their financial goals and providing tailored financial solutions customised to their needs.
• Act as a trusted advisor, offering strategic insights and recommendations to clients

Transaction Execution:

• Oversee and support the execution of transactions where required, ensuring compliance with regulatory requirements and industry standards.
• Coordinate with legal, regulatory, and financial teams to ensure seamless deal execution

Market Research:

Stay informed about market trends, industry developments, and economic factors that may impact investment decisions.

Provide clients with market intelligence and strategic product advice based on thorough research.

Personal Attributes:

Strategic thinking and problem-solving skills.

Client-focused with strong relationship-building abilities.

High level of integrity and ethical conduct.

Ability to thrive in a fast-paced and dynamic work environment.

Resilience and adaptability to handle challenges and uncertainties

Excellent communication and presentation skills.

Qualifications and Skills:

Post Graduate degree in Finance, Business, Economics, or a related field. MBA, CFA, CPF are preferred.

Proven experience in Asset management, financial advisory, or a related field.

Strong analytical skills and proficiency in financial modeling and valuation techniques

In-depth understanding of financial markets, regulations, and investment strategies.

Ability to work collaboratively in cross-functional teams.

Strong organizational skills with the ability to manage multiple transactions concurrently.

Compensation Range

Fixed: Depends on experience, qualifications.

Variable: Annual Performance Based bonus.