Financial Portfolio Strategist for US Insurance and Wealth Management

3 weeks ago


Alwar, Rajasthan, India Unique Wealth Strategies Full time

We are seeking a skilled Financial Portfolio Strategist to join our team at Unique Wealth Strategies, a leading US-based Insurance and Wealth Management company. This is an excellent opportunity for a seasoned professional to leverage their expertise in portfolio management and client relationships to drive business growth.

As a key member of our team, you will be responsible for managing client portfolios, identifying new sales opportunities, and collaborating with internal stakeholders to optimize client wealth. You will also play a critical role in developing and maintaining strong relationships with clients, ensuring exceptional service and tailored solutions that meet their unique needs.

To succeed in this role, you will need:

  • 8-10 years of experience in portfolio management with a proven track record of success
  • MBA in finance or a related field
  • Strong knowledge of US insurance, law, and taxation
  • Excellent communication, presentation, negotiation, and interpersonal skills

In exchange for your expertise, we offer a competitive salary range of $120,000 - $160,000 per year, depending on experience. Additionally, you will have access to a comprehensive benefits package, including health insurance, retirement plans, and paid time off.

This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our company. If you are a motivated and results-driven individual who is passionate about portfolio management and client relationships, we encourage you to apply for this role.



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