Portfolio Strategist

1 day ago


Aurangabad, Maharashtra, India beBeeRelationship Full time ₹ 2,00,00,000 - ₹ 2,50,00,000
Job Title: Portfolio Strategist

At our organization, we specialize in simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs).

We offer a transparent approach to financial success, focusing on wealth creation, risk management, tax planning, and estate planning. Certified as a 'Great Place to Work,' we foster a culture of trust, collaboration, and excellence.

We serve clients globally, empowering them to make informed investment decisions.

Key Responsibilities:
  1. To develop and manage client relationships to enhance and acquire more Assets Under Management (AUM).
  2. To align AUM with clients' financial strategies to reduce risk, cost, and tax while enhancing desired returns and volatility of the portfolio.
  3. To review and service portfolios to create a wow experience for clients.
  4. To onboard new relationships and clients acquisition.
  5. To conduct marketing activities to increase the number of clients managed.
  6. To learn new skills and knowledge to service clients better.
  7. To maintain full ethics in providing services and analysis.
  8. To work closely with product teams for delivering specialized advice.


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