Senior Financial Portfolio Specialist

3 days ago


Hyderabad, Telangana, India beBeeWealth Full time ₹ 8,00,000 - ₹ 12,00,000
Portfolio Manager

This role involves overseeing and managing the wealth portfolios of High Net Worth Individuals (HNIs). The successful candidate will have a strong background in financial management, with excellent analytical and communication skills.

Key Responsibilities:

  • Manage a team of 5-10 members
  • Oversee and manage the wealth portfolios of HNIs
  • Engage in meaningful relationship development
  • Stay abreast of the latest trends in wealth management
  • Collaborate with internal teams to deliver exceptional client experiences

Requirements:

  • Strong background in financial management
  • Excellent analytical and communication skills
  • Ability to work effectively in a team environment

Location: Hyderabad

Candidates only from banking and wealth management companies are eligible for this role.



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