Wealth Portfolio Specialist

1 day ago

Gulbarga, Karnataka, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Title: Wealth Portfolio Specialist

About the Position:

We are seeking an experienced Wealth Portfolio Specialist to manage client relationships and enhance assets under management.

Key Responsibilities:

  • Develop and maintain long-term client relationships to increase assets under management.
  • Align client portfolios according to their strategies, minimizing risk and optimizing returns.
  • Ensure exceptional client satisfaction through excellent communication and service delivery.
  • Acquire new clients by leveraging professional networks and marketing initiatives.

Requirements:

  • Minimum of 4 years of experience in wealth management with a proven track record of managing high-net-worth client relationships.
  • Demonstrated ability to analyze complex financial data and provide tailored investment solutions.
  • Post Graduate/MBA or graduate from a reputable institution.
  • AMFI certification and knowledge of mutual funds is an added advantage.

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