Client Portfolio Manager

Job SummaryAs a wealth management professional, you will be responsible for acquiring and managing high net worth individual (HNI) clients. You will conduct client profiling to offer various financial products and manage their portfolios for performance and profitability.Acquire and manage HNI clients to ensure seamless service delivery.Conduct client...

Financial Portfolio ManagerWe are seeking a highly skilled professional to manage and grow affluent client portfolios.Key Responsibilities:Develop strong relationships with high net worth clients to provide exceptional investment advice.Maintain existing relationships and increase assets under management through strategic investment services.Offer...

Head of Wealth ManagementWe are seeking a seasoned and results-driven professional to oversee our wealth management division. In this pivotal role, you will be responsible for providing bespoke investment advice to clients and expertly managing their portfolios to achieve optimal financial outcomes.Key Responsibilities:Build and maintain relationships with...

Investment Counsellor Role OverviewThe Investment Counsellor is a key professional responsible for providing personalized investment and financial planning services to clients. This role involves assessing clients' financial needs, developing tailored investment strategies, and delivering expert advice to help them achieve their financial goals.Key...

OverviewWe are seeking an experienced crypto trader to manage and publish one or more investment portfolios on our platform.This is an opportunity designed for individuals with a strong understanding of crypto markets and a desire to build a presence in the space.Responsibilities:Manage and publish one or more crypto investment portfolios on the...

Job Title: Portfolio Development ManagerAbout the RoleWe are seeking an experienced Portfolio Development Manager to join our team. As a key member of our organization, you will be responsible for developing and maintaining strong relationships with clients, analyzing their existing policies, and providing tailored risk management recommendations.Key...

Job Role OverviewEstablish partnerships with brokers to generate business aligned with the product mix.Generate Commercial Lines business from brokers and direct clients through strategic relationship management.Maintain broker relationships and handle direct client interactions.Manage quote sheets and update conversion details for optimal results.Resolve...

Senior Associate Job OpportunityJob Overview:As a Senior Associate, you will play a crucial role in managing the portfolio details of various private equity funds. Your responsibilities will include preparing pre-defined investor-specific quarterly reporting templates, analyzing PE fund performance, and calculating fund valuation data.Key...

Portfolio Management SpecialistWe are seeking a highly skilled Portfolio Management Specialist to join our team. The ideal candidate will have experience in portfolio investment and fund-level models, cash flow projections, and financial reporting.Assist senior portfolio managers in maintaining and improving complex portfolio investment and fund-level...

Job TitleExperience Required: 2+ years.Location: Bengaluru.Key Responsibilities:Responsible for managing the complete business portfolio of Mobile Business.Deliver App campaigns with effective CPI, CPR, CPT, CPV strategies.Knowledge on Appsflyer/Singular/Adjust/Branch is essential.Postbacks and event setups expertise required.Hasoffer/affise knowledge is a...