Strategic Investment Professional

5 days ago

Navi Mumbai, Maharashtra, India beBeeExpert Full time ₹ 32,90,000 - ₹ 46,10,000
Investment Advisory Leader

Role Overview:

We seek an experienced professional to spearhead and grow our investment advisory business.

Key Responsibilities:

  • Develop and implement comprehensive investment strategies for clients, focusing on portfolio performance and risk management.
  • Provide expert advice to clients, ensuring all recommendations are aligned with their goals and risk profiles.
  • Collaborate closely with research, operations, and trading teams to deliver exceptional client experiences.
  • Identify opportunities for growth and expansion of the advisory business, enhancing client relationships and satisfaction.
  • Ensure compliance with regulatory standards and internal governance processes.

Required Skills & Qualifications:

  • Proven expertise in capital markets, equity strategies, and derivatives.
  • At least 13 years of experience in fund advisory, portfolio management, or investment strategy.
  • Excellent communication and relationship-building skills for engaging with high net worth individuals.
  • Strong analytical skills with the ability to translate market insights into actionable portfolio advice.
  • Entrepreneurial mindset with a proactive approach to growing the business.
  • Sound understanding of investor risk profiles and financial objectives.

Benefits:

Our ideal candidate will be a dynamic and experienced professional with a passion for delivering exceptional client experiences.

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