High-Net-Worth Portfolio Advisor

1 week ago

Varanasi, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 3,00,00,000
Job Title:

Senior Portfolio Manager

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We are seeking a highly experienced Senior Portfolio Manager to join our team. In this role, you will be responsible for building and maintaining strong relationships with high-net-worth individuals to understand their financial goals and objectives.

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  • You will provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.
  • You will conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
  • You will demonstrate expertise in wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS).
  • You will educate clients on the features, benefits, and risks associated with various wealth management products.
  • You will recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
  • You will identify new business opportunities and generate leads through networking and referrals.
  • You will drive business growth by effectively cross-selling wealth management products and services to existing clients.
  • You will conduct thorough due diligence on investment products and providers to mitigate risks.
">Key Requirements:">
  • Relevant experience of 12 - 18 years
  • Strong understanding of wealth management products, including AIFs and PMS
  • Proven track record of building and managing relationships with high-net-worth individuals
  • Excellent communication, presentation, and negotiation skills
  • Able to work independently and as part of a team in a fast-paced environment
">About This Role:">

This is an exciting opportunity for a skilled and motivated individual to join our team and contribute to the success of our clients.

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We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.

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If you are a results-driven and client-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this role.

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