Strategic Wealth Manager

3 days ago


Mumbai, Maharashtra, India beBeePortfolio Full time ₹ 1,78,95,170 - ₹ 2,19,75,500
Expert Trading Partner

Join a team of wealth management professionals where innovation meets excellence.

  • Facilitate scalable tax-efficient trading and assist portfolio managers in managing investment books.
  • Partner with the PMG Tax Transition Team to execute trades on a scalable platform and validate tax-efficient trades.
  • Oversee daily trading activities such as cash management, investment strategy adjustments, and security inflows.
Essential Skills and Qualifications
  • 4+ years of relevant experience in portfolio analytics, monitoring/risk, or a related research/analyst function.
  • Strong quantitative and analytical skills with expertise in data analysis and understanding of data flows.
  • Hold an MBA or a postgraduate degree in Finance (or related field).

The ideal candidate will possess strong business acumen and be able to effectively communicate complex ideas.

They will also have excellent problem-solving skills and be able to work well under pressure.


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