High Net Worth Investment Strategist

2 days ago

Gandhinagar, Gujarat, India beBeePortfolio Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Investment Portfolio Manager Job

We are seeking a seasoned investment expert to manage client portfolios and provide personalized investment advice.

  • Main Responsibilities:
    • Develop strong relationships with clients to understand their financial goals and risk tolerance.
    • Provide tailored investment recommendations based on individual needs and circumstances.
    • Monitor and adjust clients' portfolio performance to ensure alignment with their goals and risk tolerance.
    • Stay up-to-date with market trends and news, identifying opportunities and risks for clients.
Requirements
  • Essential Qualifications:
    • 10+ years of experience in wealth management or a related field.
    • Proven track record of generating and maintaining a client base.
    • Strong understanding of financial markets, investment products, and portfolio management strategies.
  • Desirable Skills:
    • Excellent communication and interpersonal skills.
    • Ability to work independently and manage multiple priorities and deadlines.
    • Familiarity with relevant regulations and compliance requirements.
Benefits
  • Achieve and exceed individual sales targets to drive revenue growth.
  • Increase client retention and satisfaction by providing high-quality investment advice and personalized service.
  • Expand the client base through referrals, networking, and other sales activities.
  • Maintain a high level of compliance with relevant regulations and internal policies.
  • Stay up-to-date with the latest market trends and news.
  • Maintain a high level of client engagement through regular communication and market updates.

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