High Net Worth Portfolio Manager

1 day ago

Mumbai, Maharashtra, India beBeeFinancial Full time ₹ 1,04,000 - ₹ 1,30,878

Job Opportunity

The Assistant Vice President, Treasures Private Client role involves overseeing a portfolio of high-net-worth clients and providing personalized investment strategies. This position requires a deep understanding of the financial markets and strong relationship-building skills.

Main Responsibilities

  • Manage and grow a portfolio of high-net-worth clients in the Treasures Private Client division.
  • Develop tailored investment plans based on individual client needs and market conditions.
  • Conduct regular portfolio reviews and performance analysis for clients.
  • Collaborate with internal teams to deliver exceptional service and solutions to clients.
  • Stay updated with market trends and economic developments affecting client investments.
  • Build and maintain strong relationships with clients to ensure long-term satisfaction and loyalty.
  • Provide insights and recommendations to clients on wealth management and financial planning.

Required Skills and Qualifications

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • 10-15 years of experience in wealth management, investment banking, or financial services.
  • Strong knowledge of financial instruments, investment strategies, and market analysis.
  • Excellent communication and interpersonal skills, with the ability to build rapport with high-net-worth clients.
  • Proven track record of managing client relationships and achieving sales targets.
  • Strong analytical and problem-solving skills, with attention to detail.
  • Ability to work independently and as part of a team in a fast-paced environment.

Key Requirements

  • Finance expertise.
  • Investment knowledge.
  • Client relationship management.

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