Portfolio Manager – Wealth Management

8 hours ago


India Unique Wealth Strategies Full time

Job Description:


As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company.

Visit our Website: www.uniquewealthstrategies.com

Job responsibilities will include:


Key Responsibilities:


1. Client Coordination & Relationship Management:

  • Serve as the primary point of contact for client inquiries and service requests.
  • Develop and maintain strong relationships with clients to understand their needs and provide tailored solutions.
  • Assist with backend research, prepare client presentation with focus approach on building value proposition


2. Lead Follow-up & Management:

  • Identify and pursue new sales opportunities, following up on leads promptly and efficiently.
  • Collaborate with the sales team to convert leads into clients and manage their journey.


3. Account Management:

  • Oversee the Book of Client Accounts, ensuring accurate record-keeping and management.
  • Work closely with clients to manage their portfolios and address their financial needs.


4. Wealth Management:

  • Coordinate with internal stakeholders on investments, insurance, and financial planning to optimize client wealth.
  • Stay informed about market trends and provide proactive recommendations to clients.


5. Regulatory Knowledge:

  • Demonstrate a solid understanding of US law, insurance, and taxation relevant to client needs.
  • Ensure compliance with all regulatory requirements and company policies while serving clients.


Qualifications:

  • MBA in finance is mandatory
  • Proven experience in client management, insurance and wealth management.
  • Strong knowledge of U.S. insurance, law, and taxation.
  • Excellent communication, presentation, negotiation, and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Skilled in using CRM software and Microsoft Office Suite.


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