Wealth Manager

1 month ago

Gurugram, India Green Portfolio Full time


About Us:


One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million.

We are constantly expanding our retail and PMS reach through fintech platforms and we require motivated, self-learning individuals to join our team and take up responsibilities.


About the role:

We seek a dynamic and experienced Wealth manager to join our esteemed financial advisory team at Green Portfolio This role focuses on our new Shariah-compliant offerings. As a wealth manager, you will guide and support our clients in achieving their financial objectives.


Key Responsibilities:

  • Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.
  • Recommending suitable investment products, such as equities PMS and alternative investments, based on thorough market research and analysis.
  • Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles.
  • Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs.
  • Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.
  • Collaborating with internal teams, such as tax advisors, legal professionals and estate planners, to offer comprehensive financial solutions to clients.


Requirements:

  • BA bachelor's degree in finance, economics, business administration or a related field.
  • 3+ years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.
  • Understanding of financial markets, investment products, and wealth management principles.
  • Excellent interpersonal skills and the ability to build trust and rapport with clients.
  • Exceptional verbal and written communication skills in explaining complex financial concepts to clients.

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