
Asset Portfolio Specialist
21 hours ago
Wealth Manager
- Build and maintain high-net-worth client relationships.
- Create personalized investment plans that align with clients' goals and risk tolerance.
- Monitor and adjust client portfolios to ensure optimal performance.
- Earn new business opportunities for wealth management services.
About the Role:
- Clients First: Focus on delivering exceptional service to clients, fostering long-term relationships, and driving growth in assets under management.
- Investment Expertise: Collaborate with clients to develop comprehensive investment strategies that balance risk and reward.
- Portfolio Performance: Analyze and optimize client portfolios to achieve desired returns while minimizing risk.
- Business Development: Identify and pursue new business opportunities to expand our presence in the market.
Qualifications:
- At least 4 years of experience in wealth management.
- A proven track record of managing complex client relationships and driving sales growth.
- A postgraduate degree or MBA from a reputable institution is highly valued.
- Professional certifications like AMFI are advantageous.
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