Strategic Portfolio Manager

19 hours ago

Vizag, Andhra Pradesh, India beBeeWealth Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

Job Overview:

We are seeking a seasoned Wealth Manager with a strong background in the stock broking industry to take on this key role.

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).

Requirements:


• 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.

KPIs:


• Achieve and exceed individual and team sales targets to drive revenue growth.


• Increase client retention and satisfaction by providing high-quality investment advice and personalized service.


• Expand client base by generating new business through referrals, networking, and other sales activities.


• Increase assets under management (AUM) by effectively managing clients' investment portfolios and growing their wealth.


• Meet or exceed profitability targets by balancing revenue growth with cost management.


• Maintain a high level of compliance with relevant regulations and internal policies to ensure that clients' investments are protected.


• Stay up-to-date with the latest market trends and news to identify investment opportunities and risks.


• Maintain a high level of client engagement by regularly communicating with them and providing market updates and performance reports.


• Increase operational efficiency by effectively utilizing tools and resources to manage clients' portfolios and generate reports.


• Foster a positive and collaborative team environment by sharing knowledge and expertise with colleagues.


• Continuously improve knowledge and skills by staying current with industry trends, participating in training programs, and obtaining relevant certifications

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