Senior Portfolio Manager

1 week ago


Hyderabad, Telangana, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Financial Leadership Opportunity

Key Responsibilities:

  • Oversee a high-performing team to achieve strategic goals and objectives.
  • Manage the wealth portfolios of High Net Worth Individuals (HNI) clients, ensuring their unique needs are met with exceptional satisfaction levels.
  • Leverage advanced financial tools and platforms to optimize client portfolios, staying ahead of market trends in wealth management.
  • Cultivate meaningful relationships with clients, integrating innovative strategies with personalized growth plans.
  • Collaborate with internal teams to deliver seamless client experiences, driving business growth and success.

Requirements:

  • Bachelor's degree in Finance or related field.
  • Minimum 5 years of experience in wealth management, preferably in banking or financial institutions.
  • Strong leadership skills, with ability to motivate and guide high-performing teams.
  • Excellent communication and interpersonal skills, with ability to build strong relationships with clients and stakeholders.
  • Proficient in Microsoft Office and Google Suite, with ability to learn new software applications quickly.


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