Financial Portfolio Manager

2 days ago

Noida, Uttar Pradesh, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000

Investment Opportunities

  • Diligently collaborate with a high-performing team of relationship managers to optimize investment strategies.
  • Develop and fortify client relationships by demonstrating in-depth knowledge of financial markets.
  • Contribute value to high net worth clients by analyzing and optimizing their portfolios based on risk return profiles.
  • Formulate advisory or discretionary investment recommendations and effectively communicate rationales.
  • Regularly conduct portfolio reviews and performance monitoring sessions with clients.
  • Implement and support Discretionary Mandate solutions tailored to client needs.
  • Act as a trusted advisor to clients, providing bespoke financial solutions that meet their requirements.

Functional Area: Investment, Advisory, Client Management, Financial Markets

Key Responsibilities:

  • Compliment a team of successful relationship managers by performing the pivotal role of investment.
  • Develop and strengthen client relationships by demonstrating an in-depth understanding of financial markets.
  • Add value to high net worth clients by analyzing and optimizing their portfolios based on risk return.
  • Generate advisory or discretionary investment recommendations and effectively present rationales.
  • Conduct regular portfolio reviews and performance monitoring with clients.
  • Implement and support Discretionary Mandate solutions.
  • Act as an investor and enabler to clients' requirements by providing suitable financial solutions.

Required Skills:

  • Excellent analytical and problem-solving skills.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
  • Knowledge of financial markets and instruments.
  • Experience in investment advisory or related fields.

Benefits:

  • Competitive salary and benefits package.
  • Opportunities for career growth and professional development.
  • Collaborative and dynamic work environment.

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