Portfolio Manager Professional

3 days ago


Mumbai, Maharashtra, India Corenza Full time
About Company
Corenza is a leading wealth advisory firm that has been providing expert financial guidance for over two decades. Our mission is to empower individuals and families to achieve their long-term financial goals through innovative solutions and personalized service.

We are currently seeking a Portfolio Manager Professional to join our team. In this role, you will be responsible for:
  • Coordinating new client onboarding process with the back office team.
  • Data gathering and financial plan creation within agreed TAT and as per process checklists.
  • Presentation of draft and final plans.
  • Portfolio reviews and recommendations.
  • Presentation of portfolio reviews and investment recommendations/exits to clients within agreed turnaround time lines.
You will work closely with our senior advisors and wealth managers to implement advice and provide ongoing support to clients. If you have 5+ years of relevant financial planning and portfolio analysis experience, excellent communication skills, and a strong academic background in finance or a related field, we encourage you to apply.

About Your Role
This is an exciting opportunity to join a dynamic team of professionals who share your passion for delivering exceptional financial services. As a Financial Planning Expert, you will play a key role in helping our clients achieve their financial objectives. Your responsibilities will include:
  • Developing and implementing comprehensive financial plans tailored to individual client needs.
  • Analyzing complex financial data to identify opportunities and mitigate risks.
  • Communicating effectively with clients to ensure clear understanding of financial strategies and recommendations.
  • Maintaining up-to-date knowledge of financial markets, products, and trends.
If you are a motivated and experienced professional looking to take your career to the next level, we invite you to explore this opportunity further.
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