Senior Portfolio Strategist

17 hours ago


Anand, Gujarat, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Investment Manager

Seeking a seasoned Investment Manager to develop and maintain client relationships, provide personalized investment advice, and manage portfolios.

Key Responsibilities
  • Build strong relationships with clients to understand their financial objectives and risk tolerance.
  • Offer tailored investment recommendations based on individual needs and circumstances.
  • Manage clients' investment portfolios and monitor performance, making adjustments as necessary to ensure alignment with their goals and risk tolerance.
  • Conduct market research and analysis to identify investment opportunities and risks.
  • Stay up-to-date with the latest market trends and news, providing regular updates to clients.
  • Identify and pursue new business opportunities to expand client base.
Requirements
  • Minimum 10 years of experience in Wealth Management.
  • Proven track record of generating and maintaining a client base, achieving sales targets.
  • Strong understanding of financial markets, investment products, and portfolio management strategies.
  • Excellent communication and interpersonal skills to build strong relationships with clients and colleagues.
  • Ability to work independently, managing multiple priorities and deadlines.
  • Strong analytical and problem-solving skills to identify and resolve complex investment issues.
  • Familiarity with relevant regulations and compliance requirements.
  • Bachelor's degree in finance, business, or a related field; advanced degree or professional certification preferred.


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