Financial Expertise Professional

5 days ago


Kolkata, West Bengal, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 12,00,000

Portfolio Strategist Role

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  • Key Responsibilities:">
  • Assist in the allocation of customers' investment portfolios.">
  • Decisions on products with the asset/sub-asset class.">
  • Monitor specific portfolios (HNWIs/Corporates).">
  • Reallocate these portfolios as required for risk management or sales opportunities.">
  • Coach teams on the latest products and research available.">
  • Conduct market update calls for RMs regularly.">
  • Source/evaluate investment products for distribution to HNW clients.">
  • Client calls to educate, provide details, and source investments.">
  • Regular interaction with product providers for updates and feedback.">
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Knowledge Requirements:

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  • Knowledge of all Asset classes – Equity, Fixed Income, Structured Products, Real Estate, Commodities, and International Markets.">
  • In-depth knowledge of Wealth Management products – Mutual Funds, Portfolio Management Service Providers, Alternative Investment Funds, Listed Investments & Insurance.">
  • Knowledge of taxation and tax implications for various investment products.">


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