Portfolio Strategist

7 days ago


Kottayam, Kerala, India beBeeInvestment Full time ₹ 10,81,500 - ₹ 21,63,000
Wealth Management Opportunities

Our organization seeks a skilled Portfolio Strategist to manage the financial assets and investments of high net worth individuals, families, and institutional clients.

About the Role

The successful candidate will identify and connect with potential investors to onboard them for investment opportunities. Key responsibilities include:

  • Sales of Investment Opportunities
    • Drive sales of curated investment opportunities in startups, venture funds, and other alternate asset classes.
  • Client Relationships
    • Build and maintain long-term client relationships by understanding their investment goals and risk appetite.
  • Collaboration and Outreach
    • Collaborate with the investment team to present structured opportunities and conduct investor pitches.

This is a high-impact role for someone passionate about wealth management, alternate investments, and India's fast-growing startup ecosystem.

Benefits of this Role

  • Stay current with market developments and regulatory changes to provide expert guidance and advice to clients.
  • Drive investor acquisition and sales growth through strategic outreach, relationship-building, and marketing efforts.

About Our Organization

We are a leading provider of wealth management services, dedicated to helping our clients achieve their financial goals.



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