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Portfolio Management Expert
1 week ago
Anand Rathi Share And Stock Brokers Ltd is seeking a Portfolio Management Expert to join our wealth management division. As a key member of our team, you will be responsible for providing expert investment advice to high-net-worth individuals and families, as well as designing and implementing customized financial plans.
About the Role:
The successful candidate will have prior experience working in a Private Bank/Wealth Management setup, with a strong track record of delivering high-quality services to clients. You will be expected to monitor market trends, optimize client portfolios, and ensure clients' financial plans are executed efficiently.
Key Responsibilities:
- Provide expert investment advice to high-net-worth individuals and families
- Design and implement customized financial plans
- Monitor market trends and optimize client portfolios
Requirements:
- 3-4 years of stability in previous companies
- Strong analytical skills and ability to work in teams
- Good understanding of mutual funds, PMS, and structured products