Strategic Wealth Manager

15 hours ago

Davangere, Karnataka, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,00,00,000
Investment Portfolio Manager Role

About this exceptional opportunity:

  • This is an outstanding chance for a motivated individual to work as a Portfolio Manager - Wealth Manager.

Key Responsibilities:

  • Wealth Management & Client Engagement:
    • Leverage client interaction and investment strategies expertise.
    • Collaborate in preparing pitch books and investment presentations for clients.
    • Analyze and present market data insights for portfolio recommendations.
    • Participate in mock client meetings to develop communication skills.
  • Financial Research & Analysis:
    • Conduct fundamental and technical analysis of equities and alternative investments.
    • Understand debt securities and yield to maturity (YTM) calculations.
    • Compare investment options such as corporate bonds, NCDs, and mutual funds.
  • Portfolio & Risk Management:
    • Develop portfolio allocation strategies.
    • Perform AI powered risk profiling using our Virtual Risk Analyser and understand your behavioural biases.
    • Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments such as REITs, INVITs etc. with near live price feeds and compare your asset allocation to target asset allocation suggested through AI powered risk profiling.
  • Technical & AI-Driven Financial Tools:
    • Learn about artificial intelligence in portfolio management.
    • Work on Virtual Risk Analyser.
    • Work on Virtual Portfolio Analyser.
  • Capstone Project:
    • Prepare an investment proposal for a client, including:
    • Portfolio allocation recommendations.
    • Long-term macroeconomic outlook.
    • Security/fund selection and justification.

Benefits:

  • Ongoing training and professional development opportunities.

Requirements:

  • Finances knowledge and analytical thinking skills.
  • Possesses excellent communication and presentation skills.

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