Executive Investment Professional

8 hours ago

Thrissur, Kerala, India beBeeWealth Full time ₹ 30,00,000 - ₹ 50,00,000
Senior Portfolio Manager Position

Job Overview:

We are seeking a seasoned investment professional with a strong background in wealth management to lead our team.

Responsibilities:

  • Develop and maintain relationships with clients to understand their investment goals and risk tolerance.

  • Provide personalized investment advice and recommendations to clients based on their individual needs and circumstances.

  • Manage clients' investment portfolios and monitor their performance, making adjustments as necessary to ensure that they remain aligned with their goals and risk tolerance.

  • Conduct market research and analysis to identify investment opportunities and risks.

  • Stay up-to-date with the latest market trends and news and provide regular updates to clients.

  • Generate new business by identifying and pursuing new clients and business opportunities.

  • Develop and maintain a thorough understanding of the company's products and services, and effectively communicate them to clients.

  • Collaborate with other departments, such as research, compliance, and operations, to ensure that clients receive high-quality and compliant services.

  • Meet or exceed sales targets and KPIs (Key Performance Indicators).

Requirements:

  • 10+ years of experience as a Wealth Manager in the stock broking industry.

  • Proven track record of generating and maintaining a client base and achieving sales targets.

  • Strong understanding of financial markets, investment products, and portfolio management strategies.

  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.

  • Ability to work independently and manage multiple priorities and deadlines.

  • Strong analytical and problem-solving skills, with the ability to identify and resolve complex investment issues.

  • Familiarity with relevant regulations and compliance requirements.

  • Bachelor's degree in finance, business, or a related field. Advanced degree or professional certification (e.g., CFA) preferred.

KPIs:

  • Achieve and exceed individual and team sales targets to drive revenue growth.

  • Increase client retention and satisfaction by providing high-quality investment advice and personalized service.

  • Expand client base by generating new business through referrals, networking, and other sales activities.

  • Increase assets under management (AUM) by effectively managing clients' investment portfolios and growing their wealth.

  • Meet or exceed profitability targets by balancing revenue growth with cost management.

  • Maintain a high level of compliance with relevant regulations and internal policies to ensure that clients' investments are protected.

  • Stay up-to-date with the latest market trends and news to identify investment opportunities and risks.

  • Maintain a high level of client engagement by regularly communicating with them and providing market updates and performance reports.

  • Increase operational efficiency by effectively utilizing tools and resources to manage clients' portfolios and generate reports.

  • Foster a positive and collaborative team environment by sharing knowledge and expertise with colleagues.

  • Continuously improve knowledge and skills by staying current with industry trends, participating in training programs, and obtaining relevant certifications

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