Senior Portfolio Manager – High Net Worth Client Growth

2 weeks ago

Thiruvananthapuram, Kerala, India beBeeLeader Full time ₹ 1,00,00,000 - ₹ 2,50,00,000
Job Opportunity

Seeking a seasoned professional to lead the management and growth of high net worth client portfolios. This role requires exceptional leadership skills, in-depth knowledge of financial products, and a strong sales acumen.

Key Responsibilities:
  • Develop and execute a comprehensive sales strategy to expand the client base and grow revenue.
  • Build and maintain relationships with high net worth clients, providing tailored wealth management solutions and expert guidance on portfolio construction and diversification.
  • Collaborate with cross-functional teams to deliver exceptional client experiences and drive business growth.
Requirements:
  • Minimum 8 years of experience in wealth management, financial product distribution, or stock market sales, with a focus on high net worth individuals.
  • Proven track record in selling large portfolios, AIF tickets, and managing high-value relationships.
  • Expertise in various financial products such as PMS, AIF, bonds, mutual funds, and experience with stock market investments and algo trading.
Benefits:
  • Opportunity to work in a dynamic and growing industry.
  • Chance to develop leadership skills and manage a team.
  • Competitive compensation package and benefits.
Skills and Qualifications:
  • Strong sales and business development skills.
  • In-depth knowledge of wealth management products, investment strategies, and market dynamics.
  • Hands-on experience with stock market trading and understanding of algorithmic trading strategies.
  • Exceptional communication, negotiation, and interpersonal skills.
  • Leadership skills, with experience in managing, mentoring, and motivating a team.
Personal Attributes:
  • Client-focused with a high level of professionalism and integrity.
  • Self-motivated, results-driven, and capable of operating independently as well as part of a team.
  • Entrepreneurial mindset with the ability to drive business growth in a competitive market.

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