Expert Portfolio Manager

6 hours ago

Guntur, Andhra Pradesh, India beBeeWealth Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

We are seeking an experienced Senior Wealth Planner to manage high net worth individual portfolios and drive long-term financial success.

Key Responsibilities:
  • Relationship Building
    • Establish and maintain strong relationships with clients through exceptional communication and relationship management skills.
  • Financial Planning
    • Create comprehensive financial plans tailored to clients' needs, incorporating investments, taxation, retirement, and estate planning strategies.
  • Portfolio Management
    • Monitor, review, and optimize portfolios for performance and compliance, ensuring alignment with clients' goals and risk tolerance.
  • Advisory Excellence
    • Grow assets under management through outstanding advisory services and expertise.
Requirements:
  • Graduate degree in Finance or Economics (Chartered Financial Planner certification preferred).
  • At least 5 years of experience in wealth management or financial advisory.
  • 3+ years of experience managing client relationships.
  • Strong knowledge of mutual funds, portfolio management services, real estate investment trusts, unit-linked insurance plans, and Indian tax laws.
  • Excellent analytical, communication, and relationship management skills.
About the Role:

This is a fast-paced environment where you will be responsible for managing high net worth individual portfolios and driving long-term financial success.

You will be part of a team that provides innovative solutions to our clients.

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