
Portfolio Manager
3 days ago
Wealth management involves managing the financial affairs of affluent clients, providing customized investment advice to optimize their portfolios.
Job SummaryThis role is responsible for acquiring and maintaining relationships with high-net-worth clients. The successful candidate will generate assets under management through mutual funds and portfolio management services.
Key Responsibilities:- Establish and maintain strong relationships with clients to identify their financial goals and risk tolerance.
- Offer personalized investment advice to clients, helping them make informed decisions about their financial portfolios.
- Maintain a strong understanding of market trends and competitor activity to identify opportunities for new client acquisition.
- At least 3 years of experience in private banking or wealth management, preferably with a reputable institution.
- A proven track record of managing high-value clients (minimum Rs. 1 Cr investment) and demonstrating stability in previous roles.
- Strong analytical skills, attention to detail, and ability to communicate complex financial concepts effectively.
The ideal candidate will have excellent communication and interpersonal skills, with the ability to build trust with clients and provide tailored solutions to meet their needs.
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