
Senior Portfolio Strategist
17 hours ago
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.
- 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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Senior Portfolio Strategist
5 days ago
Anand, Gujarat, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 50,00,000As a portfolio strategist, you will play a pivotal role in driving the performance of investment portfolios. Key responsibilities include developing and implementing effective asset management strategies, monitoring and managing investment risk, and providing regular updates on fund performance.Key ResponsibilitiesDevelop and implement strategic investment...
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Senior Visual Strategist
1 week ago
Anand, Gujarat, India beBeeCreative Full time ₹ 2,00,00,000 - ₹ 2,50,00,000Job Title: Senior Visual StrategistWe're seeking a highly skilled and strategic thinker to join our team as a Senior Visual Strategist. The ideal candidate will have a strong background in video editing, graphic design, and Webflow, with a portfolio that showcases their skills in creating high-quality videos, statics, and websites.This role is not just about...
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Portfolio Innovation Leader
4 days ago
Anand, Gujarat, India beBeeStrategist Full time ₹ 12,00,000 - ₹ 25,00,000Our organization is seeking a highly skilled Portfolio Strategist to lead the analysis and research for identifying new product opportunities in Emerging Markets. This role involves providing critical insights to support portfolio selection committee decisions and portfolio strategy planning, aligning with our growth objectives.Key Responsibilities:Conduct...
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Quantitative Portfolio Strategist
18 hours ago
Anand, Gujarat, India beBeeSpecialist Full time ₹ 60,00,000 - ₹ 1,50,00,000Quantitative Product Specialist RoleThe Quantitative Product Specialist is a pivotal role that combines quantitative analysis and client-facing responsibilities. This position spans multiple stages of the investment process, requiring an individual with exceptional analytical skills and technical expertise.Key Responsibilities:Work closely with senior...
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Investment Portfolio Strategist
3 days ago
Anand, Gujarat, India beBeePortfolio Full time ₹ 2,50,00,000 - ₹ 5,00,00,000Job Description:A Portfolio Manager is responsible for overseeing investment portfolios to achieve financial goals while minimizing risk.Key Responsibilities:Develop and implement portfolio management strategies aligned with client objectivesMonitor market trends and make informed investment decisionsManage risk through diversification and hedging...
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Leading Portfolio Expert
6 days ago
Anand, Gujarat, India beBeeFinance Full time ₹ 80,00,000 - ₹ 1,20,00,000Senior Portfolio ManagerAt the forefront of asset management, we seek a highly skilled individual to oversee existing funds and drive portfolio performance.Key Responsibilities:Strategic asset allocation and risk managementRegular portfolio reviews and performance reportingFinancial modeling and forecastingApproval and submission of financial papersSupport...
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Portfolio Leasing Strategist
16 hours ago
Anand, Gujarat, India beBeeLeadership Full time ₹ 1,58,40,000 - ₹ 2,24,00,000Job Overview:The Associate Director Leasing will be responsible for formulating and implementing leasing strategies to maximize rental income and occupancy of assigned portfolios.This key role involves providing strategic leadership and coaching to the team, securing new tenancies, identifying market segments and prospects.Responsibilities include conducting...
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Senior Project Strategist
6 days ago
Anand, Gujarat, India beBeeProject Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Job Title: Senior Project StrategistThe successful candidate will lead software development initiatives, serving as both project manager and Scrum Master across cross-functional teams. They will manage the entire product development lifecycle from requirements gathering and analysis to design, development, deployment, and post-launch support.Manage the...
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Senior Cloud Portfolio Manager
7 days ago
Anand, Gujarat, India beBeePortfolio Full time US$ 1,80,000 - US$ 2,50,000Cloud Portfolio LeadWe are seeking a seasoned professional to oversee the modernization of financial portfolios.Key Responsibilities:Develop and execute cloud-based strategies for financial managementCollaborate with cross-functional teams to deploy cloud-enabled tools and solutionsPartner with cloud architects to drive innovation and efficiencyManage...
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Strategic Risk Consultant
5 days ago
Anand, Gujarat, India beBeeRisk Full time ₹ 40,00,000 - ₹ 70,00,000Job Title: Enterprise Risk StrategistAbout the Role:The primary function of an Enterprise Risk Strategist is to design and implement comprehensive risk management strategies that mitigate potential threats to a financial organization.Main Responsibilities:Develop and execute enterprise-wide risk assessments, evaluating market, credit, operational, liquidity,...