Strategic Portfolio Manager
3 days ago
We are a dynamic and forward-thinking organization committed to providing exceptional wealth management services.
Job OverviewThe ideal candidate will be responsible for developing and maintaining strong relationships with high-net-worth individuals and families, providing personalized wealth management advice, and creating customized investment plans and strategies.
Key Responsibilities- Develop and maintain relationships with high-net-worth clients to understand their financial goals and objectives.
- Conduct thorough financial assessments to identify opportunities for growth and recommend tailored investment solutions.
- Create and implement comprehensive investment plans that align with clients' risk tolerance and investment preferences.
- Maintain accurate and up-to-date records of clients' investment portfolios and provide regular reviews and recommendations for adjustments.
- Bachelor's degree in Finance, Economics, or a related field (MBA preferred).
- A minimum of 1-3 years of experience in wealth management or financial planning.
- Strong knowledge of investment products, including equities, fixed income securities, and alternative investments.
- Excellent analytical, problem-solving, and communication skills.
- Ability to work independently and collaboratively as part of a team.
The estimated annual salary for this position is ₹2,500,000 - ₹5,000,000, depending on qualifications and experience. Benefits include health insurance, retirement plan, and opportunities for professional development.
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Category Portfolio Manager
4 weeks ago
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