High Net Worth Investment Advisor

24 hours ago

India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,00,00,000
Portfolio Manager Role

We are seeking an experienced Portfolio Manager to develop and maintain strong relationships with High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs).

  • Key Responsibilities:
  • Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies and portfolios.
  • Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation, and market developments to identify opportunities and risks.
  • Stay abreast of industry best practices, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to clients.
  • Cultivate new business through referrals from existing clients, as well as the open market, and increase client engagement by offering comprehensive financial planning solutions and portfolio reviews.

Qualifications:

  • A master's degree in business administration or relevant certifications such as CFP, CWM, or NISM are required.
  • A minimum of 5 years of experience in investment management, wealth advisory, or related financial services roles is necessary.
  • Strong communication and presentation skills, with English being mandatory, and a command of the local language beneficial.
  • A proven track record of successfully managing investment portfolios for HNI and UHNI clients is essential.
  • A deep understanding of financial markets, investment products, and asset allocation frameworks is crucial.
  • Excellent interpersonal and communication skills, with the ability to build rapport with clients, articulate investment concepts, and deliver compelling presentations.
  • The ability to work independently, prioritize tasks, and manage multiple client relationships in a fast-paced and dynamic environment.
  • A demonstrated commitment to ethical conduct, fiduciary responsibility, and compliance with regulatory requirements.

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