Strategic Portfolio Manager

15 hours ago


Delhi, Delhi, India IIFL Capital Services Limited Full time
Job Summary:
We are seeking a skilled Strategic Portfolio Manager to join our team at IIFL Capital Services Limited. This role will involve managing and growing wealth portfolios for High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs).

About the Role:
This is an exciting opportunity for a seasoned professional to take on a challenging position that requires strategic thinking, exceptional communication skills, and a deep understanding of financial markets.

The ideal candidate will have a proven track record of managing complex client relationships, providing tailored financial advice, and delivering results-driven solutions. They will be able to analyze market trends, identify opportunities, and develop effective investment strategies to maximize returns while minimizing risks.

Key Responsibilities:
- Manage and grow a portfolio of HNIs and UHNIs by providing personalized financial advice and guidance.
- Analyze clients' goals, risk profiles, and investment preferences to develop customized investment strategies.
- Offer a wide range of investment products, including equity, fixed income, structured products, alternative investments, and mutual funds.
- Conduct periodic portfolio reviews to ensure alignment with clients' objectives and market conditions.
- Stay up-to-date on market trends, financial products, and regulatory developments to provide informed advice and guidance.

Requirements:
- Proven ability to manage and grow wealth portfolios for HNIs and UHNIs.
- Strong understanding of financial products, investment strategies, and regulatory frameworks.
- Excellent communication and interpersonal skills to foster trust and long-term relationships.
- Goal-oriented mindset with the ability to meet and exceed revenue targets.
- Analytical skills to assess market trends and align client portfolios accordingly.

What We Offer:
- A competitive estimated salary of ₹12,00,000 per annum, based on experience and location.
- Opportunities for career growth and professional development in a dynamic and supportive environment.
- Collaborative and diverse team with expertise in various aspects of wealth management.
- State-of-the-art infrastructure and technology to support your success.

How to Apply:
Please submit your application, including your resume and cover letter, to [insert contact information].

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