Senior Portfolio Manager

4 days ago


Cochin, Kerala, India beBeeFinancial Full time ₹ 80,00,000 - ₹ 1,50,00,000
Investment Counsellor Job Description

This role plays a vital part in delivering tailored investment and financial planning services to clients. The position entails assessing clients' financial needs, developing bespoke investment strategies, and ensuring their investment portfolios align with their long-term objectives.

The Investment Counsellor will have a strong understanding of financial markets, investment products, and client relationship management. Key Responsibilities Include:

  1. Client Consultation and Relationship Management

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