Chief Investment Strategist

2 days ago

Cochin, Kerala, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 35,00,000
Senior Portfolio Strategist Job

We are seeking an experienced senior portfolio strategist with a strong background in the stock broking industry to lead our wealth management team.

The ideal candidate will be responsible for providing high-quality investment advice to clients and managing their investment portfolios to help them achieve their financial goals.

Responsibilities:
  • Client Relationships:
    • Develop and maintain relationships with clients to understand their investment goals and risk tolerance.
  • Investment Advice:
    • Provide personalized investment advice and recommendations to clients based on their individual needs and circumstances.
  • Portfolio Management:
    • Manage clients' investment portfolios and monitor their performance, making adjustments as necessary to ensure that they remain aligned with their goals and risk tolerance.
  • Market Research:
    • Conduct market research and analysis to identify investment opportunities and risks.
  • Client Communication:
    • Stay up-to-date with the latest market trends and news and provide regular updates to clients.
  • New Business Development:
    • Generate new business by identifying and pursuing new clients and business opportunities.
Requirements:
  • Experience:
    • 10+ years of experience as a Wealth Manager in the stock broking industry.
  • Track Record:
    • Proven track record of generating and maintaining a client base and achieving sales targets.
  • Financial Markets Knowledge:
    • Strong understanding of financial markets, investment products, and portfolio management strategies.
  • Communication Skills:
    • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Analytical Skills:
    • Ability to work independently and manage multiple priorities and deadlines.
  • Problem-Solving Skills:
    • Strong analytical and problem-solving skills, with the ability to identify and resolve complex investment issues.
  • Regulatory Compliance:
    • Familiarity with relevant regulations and compliance requirements.
  • Education:
    • Bachelor's degree in finance, business, or a related field. Advanced degree or professional certification (e.g., CFA) preferred.
KPIs:
  • Revenue Growth:
    • Achieve and exceed individual and team sales targets to drive revenue growth.
  • Client Retention:
    • Increase client retention and satisfaction by providing high-quality investment advice and personalized service.
  • New Business:
    • Expand client base by generating new business through referrals, networking, and other sales activities.
  • Assets Under Management:
    • Increase assets under management (AUM) by effectively managing clients' investment portfolios and growing their wealth.
  • Profitability:
    • Meet or exceed profitability targets by balancing revenue growth with cost management.
  • Compliance:
    • Maintain a high level of compliance with relevant regulations and internal policies to ensure that clients' investments are protected.
  • Client Engagement:
    • Maintain a high level of client engagement by regularly communicating with them and providing market updates and performance reports.
  • Operational Efficiency:
    • Increase operational efficiency by effectively utilizing tools and resources to manage clients' portfolios and generate reports.
  • Team Environment:
    • Foster a positive and collaborative team environment by sharing knowledge and expertise with colleagues.
  • Professional Development:
    • Continuously improve knowledge and skills by staying current with industry trends, participating in training programs, and obtaining relevant certifications.

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