Private Wealth Advisor

2 weeks ago

Mumbai, Maharashtra, India beBeePortfolioManager Full time ₹ 2,50,00,000 - ₹ 5,00,00,000

Seeking an experienced Portfolio Manager to join our team as a Private Wealth Advisor.

Key Responsibilities:
  • Analyze client risk appetite, short-term, and long-term goals using financial acumen and expertise.
  • Develop tailored global asset allocation strategies recommending opportunities across domestic and offshore asset classes.
  • Maintain alignment between client portfolios and their objectives by monitoring and benchmarking performance.
  • Deliver exceptional client experiences by coordinating with multiple teams to provide seamless benefits from our platform.
  • Build strong relationships by understanding various investment needs and offering solutions through in-house & external domain partners.
  • Increase assets under advisory/wallet share and achieve growth in managed/acquired relationships.
  • Promote individual business growth by developing a personal balance sheet.

Requirements:

  • A relevant Postgraduate degree from a reputable institution (e.g. MBA or Economics).
  • At least 10-15 years of experience in portfolio management, wealth management, banking, and/or financial advisory services.

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