Senior Portfolio Manager

7 days ago


Dehra Dūn, Uttarakhand, India beBeeWealth Full time ₹ 75,00,000 - ₹ 1,20,00,000
Wealth Management Role

To excel in this role, you will be responsible for building and managing a portfolio of clients, focusing on personalized advisory services to meet their unique needs.

Main Responsibilities:
  • Plan and execute new account onboarding processes, including asset transfers and other service requests.
  • Buid strong relationships with clients through effective communication and trust-building strategies.
  • Conduct in-depth reviews to identify clients' personal and financial needs, delivering tailored wealth management solutions.
  • Maintain continuous Asset Under Management (AUM) growth by fostering long-term client relationships.
Key Skills Required:
  • Portfolio Management: Ability to manage diverse portfolios, balancing risk and reward to achieve optimal returns.
  • Client Relationship Building: Strong interpersonal skills to build trust and rapport with clients.
  • Financial Planning: Expertise in creating customized financial plans to meet clients' unique goals and objectives.
  • Advisory Services: Proven ability to provide actionable advice and guidance to clients.


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