
Financial Portfolio Manager
2 days ago
Job Opportunity:
- We are seeking a high-achieving professional to manage investment needs for high net worth individuals.
- The successful candidate will drive acquisition and deepen relationships through personalized financial solutions, leveraging their expertise in wealth management.
- They will be responsible for cross-selling financial products, including insurance, loans, and asset-backed offerings, to ensure portfolio profitability and client retention.
Requirements:
- Graduate or MBA/PGDM degree with strong financial acumen and experience in wealth management.
- Proven track record of developing and implementing client acquisition plans.
- Excellent communication and advisory skills in financial products and services.
Key Responsibilities:
- Manage portfolios for HNI clients, ensuring tailored investment strategies maximize returns.
- Develop and execute plans to acquire new clients and deepen existing relationships.
- Cross-sell financial products, driving revenue growth and client satisfaction.
What We Offer:
- Opportunity to work with a dynamic team and contribute to the company's growth.
- Chance to develop and refine your skills in wealth management and financial advisory.
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