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Strategic Portfolio Manager

1 week ago

Mumbai, Maharashtra, India People Konnect Full time

The successful candidate will play a crucial role in expanding our high net worth client base and providing exceptional service to existing clients. Key responsibilities include:

Key Responsibilities:
  • Building strong relationships with high net worth individuals and their families
  • Managing client portfolios to meet their financial goals and objectives
  • Developing and implementing tailored investment strategies to maximize returns and minimize risk
  • Providing expert financial analysis and advice to clients
  • Maintaining accurate records and reporting to senior management
  • Collaborating with other departments to ensure seamless delivery of services

This is an exciting opportunity for a motivated and experienced professional to join our team at People Konnect.