Strategic Portfolio Manager

1 week ago


Delhi Rajkot Kolkata, India beBeeClientRelationship Full time US$ 15,00,000 - US$ 20,00,000
  • Responsible for establishing and maintaining relationships with High Net Worth (HNW) individuals, as well as leading a team of 8-10 Relationship Managers to achieve this goal.
  • The ideal candidate will possess exceptional communication and interpersonal skills, allowing them to effectively collaborate with clients, colleagues, and other stakeholders in the financial industry.
  • Key responsibilities include designing and implementing personalized financial plans, providing expert advice, and ensuring seamless execution of these strategies.
  • Maintaining strong client relationships is crucial, generating AUM from preferred clients, supporting teams in advising Affluent clients on investments, managing their overall financial portfolio, and deepening wallet share from existing clients.
  • Additionally, the Cluster Manager will be responsible for tracking the Affluent and Super Affluent Client segment in the market for new client acquisition, researching available investment opportunities, and updating teams accordingly.
  • Collaboration with the product and research team (Centralized CFP Team) is also essential for taking informed investment decisions that align with clients' goals and portfolios.
  • To foster business growth, the Cluster Manager will coordinate and assist in organizing seminars, workshops, and other business development activities.


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