Portfolio Manager

1 day ago

Mysore, Karnataka, India beBeeTrustManagement Full time ₹ 1,00,00,000 - ₹ 1,20,00,000
Job Title: Portfolio Manager

A career opportunity exists for a skilled and experienced Portfolio Manager to join our team. The ideal candidate will be responsible for managing a portfolio of trusts and corporate entities, ensuring compliance with relevant regulations.

  • The successful candidate will have strong organizational and communication skills, with the ability to effectively manage multiple stakeholders, including clients, trustees, and legal counsel.
  • They will be responsible for producing necessary legal documents, conducting regular reviews of each entity in the portfolio, and ensuring the quality of client files.
  • In addition, the Portfolio Manager will provide pragmatic solutions and legal analysis for implementing trust and commercial structures, while also developing and maintaining relationships with clients and intermediaries.

Key Responsibilities:

  • Portfolio Management: Managing a portfolio of trusts and corporate entities, ensuring compliance with relevant regulations.
  • Client Relationships: Developing and maintaining relationships with clients and intermediaries, ensuring all stakeholders are serviced well.
  • Regulatory Compliance: Ensuring adherence to regulatory requirements and industry standards.

Required Skills and Qualifications:

  • Strong Organizational and Communication Skills: Ability to effectively manage multiple stakeholders, including clients, trustees, and legal counsel.
  • Strong Analytical and Problem-Solving Skills: Ability to analyze complex situations and develop effective solutions.
  • Proficient in Legal Document Production: Ability to produce high-quality legal documents.

Benefits:

  • Opportunity to Work with a Diverse Client Base: Working with a variety of clients and entities, providing a unique and challenging experience.
  • Professional Development Opportunities: Opportunities for professional growth and development, including training and mentorship programs.

Others:

  • Flexibility and Autonomy: Opportunity to work independently, with flexibility to manage your workload and priorities.
  • Collaborative Work Environment: Working in a collaborative and supportive environment, with opportunities to build relationships with colleagues and clients.

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