Portfolio Manager Advisor

4 days ago

Mumbai, Maharashtra, India beBeeWealth Full time ₹ 15,00,000 - ₹ 2,00,00,000
Private Banking Associate Job Description

Job Summary:

The Private Banking Associate will play a pivotal role in supporting the Private Wealth team by providing exceptional client service and contributing to business development initiatives. This role involves preparing client proposals, conducting portfolio reviews, tracking investment performance, and ensuring seamless support across various functions.

Key Responsibilities:

  • Assist in the preparation of client presentations, pitch books, and investment proposals that effectively communicate complex financial concepts to clients.
  • Conduct thorough research on prospective clients, industries, and market trends to provide valuable insights that support business development efforts.
  • Coordinate with internal stakeholders to ensure timely delivery of client acquisition materials and maintain open communication channels.
  • Analyze client portfolios across asset classes, track performance, and prepare periodic review reports that identify areas for improvement.
  • Support portfolio construction by providing research-based insights and recommendations that align with client goals and risk tolerance.
  • Monitor market developments and assess their impact on client portfolios to ensure proactive risk management.

Required Skills and Qualifications:

  • Bachelor's or Master's degree in Finance, Economics, Business, or a related field; CFA/CFP certification is preferred.
  • 2-5 years of relevant experience in wealth management, investment advisory, or portfolio analysis.
  • Strong knowledge of financial markets, investment products, and asset allocation principles.
  • Advanced Excel and financial modeling skills; proficiency in Bloomberg/Refinitiv/Morningstar is a plus.
  • Excellent communication, presentation, and stakeholder management skills.
  • Strong analytical mindset with attention to detail.

Benefits:

  • Opportunity to work with a dynamic team in a fast-paced environment.
  • Professional development opportunities to enhance skills and knowledge.
  • A competitive compensation package that reflects individual performance and contributions.

Personal Attributes:

  • Client-centric mindset with a focus on quality and delivery.
  • Proactive, resourceful, and able to work in a fast-paced environment.
  • Strong team player with a high degree of integrity and professionalism.

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