Senior Portfolio Investment Expert

5 days ago

Gurgaon, Haryana, India beBeeInvestment Full time

Portfolio Investment Specialist

Job Description

We are seeking a highly skilled Portfolio Investment Specialist to join our team. The successful candidate will be responsible for making sound investment decisions and carrying out investment activities on behalf of individual or institutional clients.

Key Responsibilities:
  • Analyze financial data and market trends to identify investment opportunities aligned with clients' goals and risk tolerance
  • Structure and present investment strategies aimed at maximizing returns within acceptable risk parameters
  • Monitor client portfolios and provide regular performance updates
  • Evaluate and select financial products, securities, funds, assets, and portfolio management solutions that meet clients' needs
  • Maintain knowledge of relevant regulations and ensure compliance with internal policies
Required Skills and Qualifications
  • Strong understanding of investment principles, portfolio structuring, and financial markets
  • Knowledge of minimum investment requirements, liquidity provisions, and risk-return analysis
  • Proven ability to deliver risk-adjusted returns exceeding client expectations
  • Excellent communication and interpersonal skills to guide and build trust with clients
  • Relevant certifications (e.g., CFA, CFP, NISM) are a strong advantage
Benefits

The ideal candidate will have the opportunity to work in a dynamic environment, receive continuous training and development, and enjoy a competitive compensation package.

Others

If you are a motivated and results-driven individual looking for a challenging role, please apply today

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