High Net Worth Portfolio Manager

1 week ago

Dombivli, Maharashtra, India beBeeFinancial Full time ₹ 2,00,00,000 - ₹ 2,50,00,000
Job Overview:

We seek a skilled professional to manage and plan the financial portfolios of high net worth individuals and corporate entities.

Key Responsibilities:
  • Develop personalized financial strategies tailored to clients' unique needs
  • Provide guidance on investment solutions, including portfolio management, mutual funds, fixed income products, real estate, and insurance
  • Maintain exceptional client satisfaction through dedicated service and proactive risk management
  • Collaborate with cross-functional teams to deliver comprehensive financial solutions
Required Skills:
  • Strong understanding of financial planning, investment management, and estate planning principles
  • Excellent interpersonal and communication skills, with the ability to work effectively with clients and internal stakeholders
  • Certified Financial Planner (CFP) designation or equivalent experience
  • Bachelor's degree in Finance, Economics, Business, or a related field
Benefits:

As a trusted partner in wealth management, we offer our clients customized financial solutions that cater to their unique needs.

About Our Approach:

At Ingenetus, we take a comprehensive approach to wealth management. We combine our expertise in financial planning, investment management, and estate planning to provide our clients with tailored solutions that meet their goals and objectives.

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