Financial Portfolio Manager

2 days ago

Kozhikode, Kerala, India beBeeWealthManager Full time ₹ 70,00,000 - ₹ 1,25,00,000

Job Opportunity

We are seeking a skilled professional to join our team in wealth management. As a key member of our wealth management department, you will be responsible for acquiring and retaining high net worth clients, advising them on their investments, and managing their overall financial portfolio.

Key Responsibilities

  • To establish and maintain relationships with affluent and super affluent clients
  • To provide expert advice on investments and manage financial portfolios
  • To track the affluent and super affluent client segment in the market for new business opportunities
  • To handle and manage clients with significant investment amounts

Requirements

  • 3-5 years of work experience preferably in private banking or wealth management
  • Proven track record of stability and growth in current and previous roles

About This Opportunity

This is an exciting opportunity to leverage your skills in wealth management and build a successful career with a leading organization.

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