Wealth Portfolio Manager

4 days ago


Kurnool, Andhra Pradesh, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

We are seeking an experienced professional to manage wealth for high-net-worth individuals.

Key Responsibilities:
  • Acquiring and maintaining client relationships
  • Providing personalized investment advice and managing financial portfolios
  • Analyzing market trends to identify opportunities for new client acquisition and growth

Requirements:

  • Strong communication and interpersonal skills
  • Ability to build trust with affluent clients
  • Excellent analytical and problem-solving skills
  • Proficiency in financial planning and portfolio management

About the Role:

The ideal candidate will have 3-5 years of experience in private banking or wealth management, with a strong track record of success in managing high-value clients.



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