
Portfolio Manager Leader
1 day ago
High-performing Wealth Management professionals are sought after to spearhead high-value client portfolios.
We are looking for seasoned leaders with extensive experience in building and managing large client relationships, driving financial growth, and delivering customized financial solutions that align with clients goals.
Key Responsibilities:
- Develop and deliver tailored financial strategies that meet the unique needs of each client
- Regularly engage with clients through reviews, portfolio updates, and personalized communications to drive retention and growth
- Upsell & cross-sell across wealth products (Mutual Funds, PMS, AIF, Insurance, FDs) to enhance revenue streams
- Collaborate with regional marketing and product teams to develop effective investor engagement initiatives
Required Skills:
- Exceptional communication, interpersonal & leadership abilities with a proven track record of success
- Strong analytical mindset with the ability to understand client requirements and design effective solutions
- Strategic thinking to identify opportunities for profitability and portfolio growth
Ideal Candidate Profile:
- 7+ years of experience in Wealth Management / Financial Planning / Investment Advisory
- Proven track record of driving AUM growth and meeting performance targets
- Hands-on exposure across wealth instruments: Mutual Funds, PMS, AIF, Insurance, FDs
- Relevant industry certifications will be an added advantage
As a high-performing wealth professional, you will have consistently demonstrated success in growing AUM and driving financial growth. You thrive in a fast-paced environment and are passionate about building long-term client relationships.
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