Financial Portfolio Strategist

1 week ago


Mumbai, Maharashtra, India HDFC Tru Full time

As a Financial Portfolio Strategist at HDFC Tru, you will be responsible for serving as a trusted financial consultant to high net worth individuals, family offices, and corporates. This role requires a deep understanding of finance, investments, and wealth management.

Job Description
  • Develop and implement comprehensive investment strategies that align with clients' financial goals and risk tolerance.
  • Build and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions.
  • Stay up-to-date with market trends, economic scenarios, and legislative changes that may impact clients' investments.
  • Collaborate with internal stakeholders to ensure seamless service delivery and exceptional customer experience.

The estimated salary for this position is around ₹25 lakhs per annum, depending on the candidate's experience and qualifications.



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