High Net Worth Portfolio Manager

16 hours ago

Bhavnagar, Gujarat, India beBeeFinancial Full time ₹ 50,00,000 - ₹ 2,50,00,000
High Net Worth Portfolio Manager

We are seeking an experienced and skilled professional to build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.

Key Responsibilities:

  1. Understand clients' financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.
  2. Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs.
  3. Work closely with internal product specialists (investment advisors, insurance experts, etc.) to deliver comprehensive financial solutions.
  4. Proactively identify new business opportunities through referrals, networking, and cross-selling.
  5. Stay updated on market trends, financial products, and regulatory changes to provide up-to-date advice.
  6. Ensure compliance with regulatory and internal risk management policies.
  7. Prepare and present periodic performance reports to clients.
  8. Achieve sales and revenue targets as set by the business.

Requirements:

  • Strong understanding of investment products and financial markets.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet sales targets.
  • Strong analytical and problem-solving skills.
  • Professional certification in finance or related field.

What We Offer:

  • Competitive compensation package.
  • Opportunities for career growth and professional development.
  • Dynamic and collaborative work environment.

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