Senior Portfolio Specialist

1 week ago


Kannur, Kerala, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 1,25,00,000
Wealth Manager Position

This position involves managing client relationships to enhance and acquire Assets Under Management (AUM).

Key Responsibilities:

  • Align AUM according to the client's strategy while reducing risk, costs, & tax implications. Enhance desired returns & manage volatility of the portfolio.
  • Ensure client satisfaction in all engagements.
  • Acquire new clients.

Requirements:

  • At least 4 years of relevant experience in wealth management.
  • Demonstrated track record of managing high-net-worth client relationships and sales.
  • Post Graduate/MBA or graduate from a reputable institute.
  • AMFI certification and knowledge of MFs would be an added advantage.


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