Senior Portfolio Manager

7 hours ago

Thoothukudi, Tamil Nadu, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Job Title

We are seeking a seasoned Investment Manager to lead our wealth management team. In this role, you will be responsible for developing and implementing strategic investment plans for clients and managing their portfolios to achieve optimal returns.

Key Responsibilities:

  • Develop and maintain strong relationships with clients to understand their investment goals and risk tolerance.
  • Provide personalized investment advice and recommendations to clients based on their individual needs and circumstances.
  • Manage clients' investment portfolios and monitor their performance, 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 to provide timely updates to clients.
  • Collaborate with other departments to ensure seamless delivery of services to clients.

Requirements:

To succeed in this role, you must have:

  • A minimum of 10 years of experience as a Wealth Manager in the financial industry.
  • A 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:

This role offers:

  • Opportunities for career growth and professional development.
  • Competitive salary and benefits package.
  • Challenging and rewarding work environment.

Others:

As a member of our team, you will:

  • Be part of a dynamic and collaborative team.
  • Have access to ongoing training and development opportunities.
  • Enjoy a flexible and supportive work environment.

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