
Investment Portfolio Manager
2 weeks ago
We are looking for a driven Investment Portfolio Manager to join our team. As the face of our personalized investment platform, you will help clients make informed investment decisions and grow their wealth.
The ideal candidate will excel at building relationships, explaining markets in simple terms, and following through until the deal is done.
About the RoleAs an Investment Portfolio Manager, you will serve as the first point of contact for prospects, understanding their profile, explaining our advisory model, and onboarding them into our personalized stock portfolios.
You will be responsible for managing your sales pipeline efficiently, following up, closing deals, and hitting acquisition targets.
Conduct quarterly video reviews with each client, breaking down portfolio performance, comparing it to benchmarks, answering queries, and building trust.
Maintain open communication channels, ensuring clients feel informed and taken care of through regular emails, calls, updates, and nudges.
Analyse client portfolios and suggest smart improvements, aligning with our core investment philosophy.
Requirements- Minimum 2 years of experience in sales or advisory roles in financial services.
- Strong academic background.
- Exceptional communication skills, clear, confident, and convincing.
- In-depth knowledge of financial markets, MFs, stocks, and investment strategies.
- High sales ownership and strong relationship-building instincts.
- Ability to explain complex investment methodology to clients in simple terms.
You will be part of a fast-moving startup, working with passionate individuals who genuinely care about building something valuable.
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