Professional Portfolio Manager

3 days ago


Kolkata, West Bengal, India beBeeFinancialAdvisor Full time ₹ 20,00,000 - ₹ 30,00,000
Job Overview

As a wealth management professional, you will play a key role in managing and growing the financial portfolios of affluent clients.

This involves developing effective marketing and networking strategies to acquire new clients, as well as maintaining strong relationships with existing clients to generate assets under management (AUM).

You will provide personalized financial solutions to manage clients' overall financial well-being, while also tracking and analyzing market trends to identify opportunities for new client acquisition.

  • Key Responsibilities:
  1. Develop and implement strategic plans to grow client assets and deepen their investment portfolio.
  2. Provide expert advice on investments and deliver high-quality customer service to build and maintain client relationships.
  3. Monitor market trends and make informed decisions to optimize client outcomes.
Requirements
  • Minimum 3-5 years of experience in private banking or wealth management setup.
  • Proven track record of handling and managing clients with a minimum investment amount of Rs. 1 Cr and above.
  • Strong communication and interpersonal skills to build and maintain client relationships.


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