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Senior Portfolio Manager

2 weeks ago

Mumbai, Maharashtra, India beBeeLeadership Full time ₹ 1,80,00,000 - ₹ 2,50,00,000

Job Opportunity: Senior Portfolio Manager

We are seeking a seasoned professional to manage high net worth and ultra-high net worth individual portfolios, providing bespoke investment, wealth planning, and estate structuring solutions.

Key Responsibilities:

  • Lead a team of private bankers and relationship managers to drive performance and client satisfaction.
  • Collaborate with product, research, and investment teams to develop comprehensive wealth management strategies.
  • IDentify market opportunities and contribute to regional business growth initiatives.

Requirements:

  • 8-15 years of experience in private banking or wealth management.
  • Strong leadership skills with the ability to motivate and mentor a team.
  • A proven track record of managing high net worth or ultra-high net worth client relationships.
  • In-depth knowledge of investment products, wealth planning strategies, and regulatory norms.

Locations: Mumbai, Pune, Hyderabad, Chennai, Ahmedabad, Delhi, Bangalore.