High Net Worth Portfolio Manager

3 days ago

Ahmedabad, Gujarat, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 28,00,000
Portfolio Manager Role

As a Portfolio Manager, you will be responsible for leading the portfolio performance analysis and modeling. This includes analyzing market trends, identifying investment opportunities, and developing strategies to optimize returns.

The ideal candidate will have experience in business development, financial analysis, and wealth management. They will also possess excellent communication skills and be able to effectively manage teams.

A key responsibility of this role is to own and establish the Tata Capital Wealth Management brand in the region. This involves recruiting and nurturing talent, as well as reviewing team performance to optimize revenues.

Additionally, you will be responsible for co-owning clients of the team, addressing high net worth individuals (HNI) and ultra HNI clients for investment requirements, and providing exclusive product bouquets and superior service delivery.

The successful candidate will have an MBA/PGDBA/PGPM or equivalent, with certifications from AMFI, NISM, or IRDA.

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