Portfolio Strategist

5 days ago

Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

The Investment Advisor role demands an experienced professional with prior experience in managing investment portfolios for private banking clients and asset management companies.

Key Responsibilities:

  • Increase Assets Under Management (AUM) and drive penetration of financial products to support private bankers scale up their revenues.
  • Develop tailored financial plans addressing client needs and goals, conduct regular portfolio reviews, and provide insightful recommendations.
  • Support Relationship Managers (RMs) in pitch meetings and client onboarding enhancing understanding of asset classes risk metrics and market trends.
  • Maintain exceptional client presentation and relationship management skills ensuring a high level of customer satisfaction.
  • Possess relevant certifications such as NISM XA XB and CFA/CFP with a minimum 12 years of work experience in the BFSI sector.

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