Strategic Portfolio Manager

9 hours ago


Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,50,00,000
Financial Advisor Role Overview

We are seeking a skilled Financial Advisor to join our team. This role involves working closely with high net worth individuals and ultra high net worth individuals to provide expert investment advice and portfolio management services.

  • This includes executing trades on behalf of clients, aligning with their investment strategies and preferences.
  • The successful candidate will also be responsible for providing advisory services to enhance portfolio growth, with a focus on Assets Under Management (AUM) product penetration.
  • Promotion and cross-selling of third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP) are key responsibilities.
  • A strong emphasis is placed on acquiring new clients while maintaining and nurturing long-term relationships with existing clients.
Key Responsibilities:

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