Investment Specialist

This role is for one of our clients
Company Name: Jigsaw

Seniority level: Mid-Senior level

Min Experience: 6 years

Location: Bengaluru, Hyderabad, Delhi

JobType: full-time

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Location: Bangalore

Department: Investment Advisory / Wealth Management

Experience:6 years and above(can be adjusted based on seniority)

Role Overview
We are seeking a knowledgeable and client-focused Investment Specialist to support our private wealth business. The role involves providing high-quality investment advisory, portfolio solutions, and market insights to High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs). The ideal candidate will combine strong analytical skills with the ability to communicate complex investment strategies effectively and should have background in Equity and Debt.

Key Responsibilities

• Provide tailored investment recommendations across asset classes including equities, debt, fixed income, mutual funds, alternatives, and structured products
• Work closely with Relationship Managers to understand client needs and deliver customized portfolio solutions
• Monitor market trends, macroeconomic developments, and investment opportunities
• Conduct portfolio reviews and rebalance strategies in line with client objectives
• Support client acquisition and retention through investment expertise and presentations
• Prepare investment reports, research notes, and client communication material
• Ensure compliance with regulatory guidelines and internal investment policies
• Collaborate with product, research, and compliance teams to enhance investment offerings
  
  
  
  

Key Requirements

• Bachelor’s/Master’s degree in Finance, Economics, Business, or related field
• Professional certifications such as CFA, CAIA, CFP (preferred)
• Strong understanding of financial markets, asset allocation, and portfolio construction
• Experience working with HNI/UHNI clients in wealth management, private banking, or asset management
• Excellent analytical, presentation, and communication skills
• Ability to simplify complex investment concepts for clients
• Proficiency in financial tools and platforms (e.g., Bloomberg, Excel, portfolio management systems)
  
  
  
  

Core Competencies

• Client-centric mindset
• Strong market acumen
• Relationship-building skills
• Attention to detail
• Ethical and compliant approach
  
  
  
  

What We Offer

• Opportunity to work with a reputed private wealth platform
• Exposure to sophisticated investment products and strategies
• Competitive compensation and performance-linked incentives
• Collaborative and high-performance work environment