Portfolio Manager

3 days ago


Jamnagar, Gujarat, India beBeeFinancial Full time ₹ 6,00,000 - ₹ 15,00,000

Wealth management involves providing tailored financial solutions to high net worth individuals, family offices, and institutions.

Key Responsibilities:
  • Managing day-to-day operations in a wealth management firm, including account opening, client onboarding, trade execution, reconciliation, reporting, and compliance support.
  • Ensuring accurate record-keeping, coordinating with vendors, and meeting client and regulatory requirements.
Requirements:
  • Proficiency in back office operations and analytical skills.
  • Attention to detail and ability to handle multiple tasks efficiently.
  • Strong communication skills and team collaboration.
  • Bachelor's degree or higher in finance or related field.

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