Portfolio Strategist

23 hours ago


Gurgaon, Haryana, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Job Opportunity:

Wealth Manager

The ideal candidate will be responsible for advising clients on building well-diversified portfolios using mutual funds, alternative investment funds, unlisted equities, and other alternatives.

Key Responsibilities:

  • Design and implement investment strategies, monitor performance, and rebalance portfolios as needed.
  • Guide clients through complex investment products such as alternative investment funds and unlisted shares.
  • Stay updated with regulatory guidelines and ensure transparent communication with clients.
  • Strengthen client relationships by conducting regular portfolio reviews, financial education sessions, and focusing on asset under management.

Requirements:

  • Masters degree in Finance, Economics, or related field.
  • Certifications such as CFA, CFP, or NISM preferred.
  • Minimum 5+ years of experience in wealth management/advisory roles with exposure to mutual funds, alternative investment funds, and private/unlisted equities.

Industry Knowledge:

  • Investment Advisory
  • Mutual Funds (MFs)
  • Alternative Investment Funds (AIFs)
  • Unlisted Shares & Equities
  • Client Relationship Management
  • Communication & Negotiation
  • Financial Strategy & Portfolio Management
  • HNI/UHNI Advisory


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