Financial Portfolio Manager

3 days ago


rajahmundry, India beBeeInvestment Full time

Relationship Development ProfessionalWe are seeking a Relationship Development Professional to play a pivotal role in acquiring and maintaining high-value clients, generating substantial assets under management, and providing expert investment advice while overseeing their financial portfolios.The ideal candidate will have 5-8 years of experience in Private Banking or Wealth Management, boasting an impressive track record in their present and previous companies.Achieve key client acquisition targetsMaintain strong client relationships and increase AUMOffer informed investment guidance and portfolio management servicesAnalyze market trends and identify opportunities for affluent segmentsEssential Skills and Qualifications:Candidates should hold a degree in a relevant field along with significant work experience.Excellent communication and interpersonal skills are vital for success in this role.The remuneration package is competitive and based on individual qualifications and experience.



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