Portfolio Strategist

4 days ago

Mumbai, Maharashtra, India beBeeInvestment Full time
Private Wealth Relationship Manager

As a Private Wealth Relationship Manager, you will play a vital role in advising high net worth clients on building and maintaining their investment portfolios. Your key responsibilities will include:

  • Developing tailored investment strategies based on clients' individual needs and risk tolerance.
  • Providing expert analysis and recommendations on various asset classes, including real estate, mutual funds, private equity, and structured products.
  • Preparing and interpreting complex financial reports and documents for clients.
  • Monitoring and reviewing client portfolios to ensure alignment with their investment goals and risk profiles.
  • Staying up-to-date on market trends and regulatory requirements to provide informed advice to clients.

Educational Qualifications And Experience:

  • MBA or equivalent degree in a related field.
  • 12-15 years of experience in relationship management, preferably in the financial services industry.
  • Excellent marketing and networking skills to attract new business and build strong relationships with clients.
  • Patience and perseverance to navigate complex client issues and achieve successful outcomes.

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