Financial Services Portfolio Manager

14 hours ago

Delhi, Delhi, India beBeeWealthManagement Full time ₹ 60,00,000 - ₹ 1,20,00,000

Job Opportunity: Wealth Management Analyst

We are seeking a highly skilled and experienced Analyst to join our team in New Delhi. This is an exciting opportunity for candidates who thrive in a dynamic, high-impact environment and have prior frontline experience in financial markets and portfolio management.

About the Role:

  • Develop and implement personalized financial plans aligned to client goals, risk profiles, and investment preferences.
  • Support portfolio construction, asset allocation, periodic rebalancing, and investment selection.
  • Conduct research and comparative analysis across wealth management products – Mutual Funds, AIFs, PMS, PE, and other asset classes.
  • Track and report on market trends, economic developments, and regulatory updates.
  • Provide regular updates on investment performance and market insights to clients.
  • Coordinate client meetings and manage operational/documentation requirements.
  • Collaborate with internal teams and external advisors (legal, tax, estate planning) for integrated solutions.

Requirements:

  • 1-2 years of experience in wealth management, private banking, or financial advisory
  • Familiarity with financial markets, investment products, and portfolio management strategies
  • Strong analytical and research skills, proficiency in Excel, PowerPoint, and financial tools, excellent communication and keen learning attitude
  • Exposure to managing or assisting with an existing client book or supporting senior wealth managers/family office teams

Qualifications:

  • Bachelor's degree in Finance, Economics, or related fields
  • Strong academic record and interest in long-term career in wealth management
  • Proficiency in financial planning tools, portfolio software, and MS Office
  • Ideally based in Delhi/NCR
  • Holder of, or currently pursuing, an MBA, CFA, CA, or CFP designation will be considered an asset

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