Senior Portfolio Strategist

5 days ago

Rajkot, Gujarat, India beBeeWealthManagement Full time ₹ 2,00,00,000 - ₹ 2,50,00,000
Job Overview:

We are seeking a seasoned wealth manager to develop and maintain relationships with high net worth clients, providing personalized investment advice and portfolio management services.

This role requires a strong background in the stock broking industry, with 10+ years of experience managing complex portfolios and identifying investment opportunities.

The ideal candidate will have a proven track record of generating and maintaining a client base, achieving sales targets, and exceeding KPIs.

Key Responsibilities:
  • Develop and maintain relationships with clients to understand their financial goals and risk tolerance.
  • Provide personalized investment advice and recommendations to clients based on their individual needs and circumstances.
  • Manage clients' investment portfolios, monitoring performance and making adjustments as necessary to ensure alignment with their goals and risk tolerance.
  • Conduct market research and analysis to identify investment opportunities and risks.
  • Stay up-to-date with the latest market trends and news, providing regular updates to clients.
Requirements:
  • 10+ years of experience as a wealth manager in the stock broking industry.
  • Proven track record of generating and maintaining a client base and achieving sales targets.
  • Strong understanding of financial markets, investment products, and portfolio management strategies.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work independently and manage multiple priorities and deadlines.
Benefits:
  • Achieve and exceed individual and team sales targets to drive revenue growth.
  • Increase client retention and satisfaction by providing high-quality investment advice and personalized service.
  • Expand client base by generating new business through referrals, networking, and other sales activities.
  • Increase assets under management (AUM) by effectively managing clients' investment portfolios and growing their wealth.
KPIs:
  • Maintain a high level of compliance with relevant regulations and internal policies to ensure that clients' investments are protected.
  • Stay up-to-date with the latest market trends and news to identify investment opportunities and risks.
  • Maintain a high level of client engagement by regularly communicating with them and providing market updates and performance reports.

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