Senior Investment Strategist

1 week ago

Meerut, Uttar Pradesh, India beBeePortfolio Full time ₹ 40,00,000 - ₹ 50,00,000
Key Roles and Responsibilities

We are seeking a highly skilled Investment Portfolio Manager to lead our team. In this role, you will be responsible for providing expert investment advice to clients and managing their investment portfolios to help them achieve their financial objectives.

Responsibilities:

  • Develop and maintain relationships with clients to understand their investment goals and risk tolerance.
  • Provide personalized investment advice and recommendations to clients based on their individual needs and circumstances.
  • Manage clients' investment portfolios and monitor their performance, making adjustments as necessary to ensure that they remain aligned with their goals and risk tolerance.
  • Conduct market research and analysis to identify investment opportunities and risks.
  • Stay up-to-date with the latest market trends and news and provide regular updates to clients.
  • Generate new business by identifying and pursuing new clients and business opportunities.
  • Develop and maintain a thorough understanding of the company's products and services, and effectively communicate them to clients.
  • Collaborate with other departments, such as research, compliance, and operations, to ensure that clients receive high-quality and compliant services.
  • Meet or exceed sales targets and KPIs (Key Performance Indicators).
Required Skills and Qualifications

Skills and Experience:

  • 10+ years of experience as a Wealth Manager in the stock broking industry.
  • Proven track record of generating and maintaining a client base and achieving sales targets.
  • Strong understanding of financial markets, investment products, and portfolio management strategies.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work independently and manage multiple priorities and deadlines.
  • Strong analytical and problem-solving skills, with the ability to identify and resolve complex investment issues.
  • Familiarity with relevant regulations and compliance requirements.
  • Bachelor's degree in finance, business, or a related field. Advanced degree or professional certification (e.g., CFA) preferred.
Benefits

This role offers a competitive salary and benefits package, including opportunities for career advancement and professional growth.

Others

As a leading firm in the industry, we offer a dynamic and supportive work environment, with access to ongoing training and development programs.

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