Wealth Portfolio Strategist

6 days ago

Hyderabad, Telangana, India beBeePortfolioManager Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

Job Summary:

As a Portfolio Manager, you will lead a team of professionals overseeing the wealth portfolios of high net worth individuals (HNIs). Your primary responsibility will be to develop and maintain meaningful relationships with clients, ensuring their financial goals are met.

You will utilize Maxiom's innovative FinTech tools and platforms to optimize client portfolios, staying abreast of the latest trends in wealth management. In addition, you will collaborate with internal teams to deliver exceptional client experiences and drive business growth through innovative strategies.

Key Responsibilities:

  • Lead a team of 5-10 members, providing guidance and support to ensure successful portfolio management.
  • Develop and implement personalized investment strategies for HNIs, taking into account their unique financial goals and risk tolerance.
  • Collaborate with cross-functional teams to stay informed about market trends, industry developments, and new technologies.
  • Utilize data analytics and other tools to monitor and optimize client portfolios, ensuring alignment with their objectives.

Required Skills:

  • Leadership and Team Management
  • Wealth Portfolio Optimization
  • Relationship Development
  • FinTech Tools and Platforms
  • Business Growth and Strategy

Benefits:

  • Opportunity to work with a dynamic team and contribute to the growth of the organization.
  • Professional development and training opportunities to enhance skills and knowledge.
  • Competitive compensation and benefits package.

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