Financial Portfolio Specialist

3 days ago

Bengaluru, Karnataka, India beBeeWealthManagement Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

About Wealth Management

Wealth managers play a pivotal role in overseeing the financial portfolios of affluent individuals.

  • Key responsibilities include acquiring new clients, maintaining existing relationships and growing assets under management.
  • Managers must offer personalized services to deepen client relationships and increase wallet share.
  • Collaboration with product and research teams is essential for informed investment decisions.
  • Achieving budgeted targets is crucial in terms of client acquisition and revenue growth.

Portfolio Management Services

  • Investment portfolio creation and management.
  • Customized model portfolios for individual clients.
  • Access to a range of mutual funds, insurance products and other financial instruments.
  • Bond trading and equity investments.

Requirements

  • Certified financial planner (CFP) or Chartered Financial Analyst (CFA) designation.
  • MBA in finance or marketing.
  • 3+ years of experience in financial services or related fields.

Skills and Qualifications

  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Familiarity with industry trends and regulatory requirements.

Why This Role Matters

This position offers a unique opportunity to build a rewarding career in wealth management.

What We Offer

A competitive salary package, opportunities for career growth and development, and a supportive work environment that encourages collaboration and innovation.

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