Senior Portfolio Strategist

2 weeks ago


Delhi, Delhi, India Personifwy : Real Time Workforce Insight & Engagement Full time

Job Summary:

We are seeking a skilled Senior Portfolio Strategist to join our team at Personifwy. The ideal candidate will have a strong background in financial planning and portfolio management, with a proven track record of delivering high-quality results in a fast-paced environment.

The Senior Portfolio Strategist will be responsible for developing and implementing financial planning and portfolio strategies that align with the company's overall goals and objectives. This will involve conducting thorough analyses of client needs and developing tailored solutions to meet their financial goals.

The successful candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike. They will also have a strong understanding of financial markets and instruments, as well as the ability to stay up-to-date with industry trends and developments.

Key Responsibilities:

  • Develop and implement financial planning and portfolio strategies that align with the company's overall goals and objectives
  • Conduct thorough analyses of client needs and develop tailored solutions to meet their financial goals
  • Build and maintain strong relationships with clients and colleagues
  • Stay up-to-date with industry trends and developments


Requirements:
  • Post Graduate/MBA from a reputable institute
  • Minimum 8-12 years of experience in financial planning and portfolio management
  • Excellent communication and interpersonal skills
  • Strong understanding of financial markets and instruments


We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and results-driven individual with a passion for financial planning and portfolio management, we encourage you to apply for this exciting opportunity.

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