Client Portfolio Manager

Investment Analyst PositionAbout the RoleThis is an exciting opportunity to gain practical exposure to investment advisory, portfolio construction, and risk analysis. As an Investment Analyst Intern, you will engage in multiple mini-projects across various functional areas, including investment advisory, portfolio management, asset allocation, and risk...

Job TitleSenior Executive Sought for Prestigious Wealth Management Role.About the PositionWe are seeking an experienced Senior Vice President to manage a portfolio of high-net-worth and ultra-high-net-worth clients, providing end-to-end investment advisory and wealth management solutions.This is an individual contributor role requiring a strong personal...

Investment OpportunityAbout this opportunity:We are seeking a skilled and ambitious individual to fill the role of Investment Analyst. As an Investment Analyst, you will have the opportunity to work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.This is an exciting chance for a self-driven,...

Investment Portfolio ManagerAs an Investment Portfolio Manager, you will be responsible for managing relationships with high net worth individuals and non-resident Indians for mutual fund sales. Your primary goal will be to identify new business opportunities through networking, referrals, and market research to acquire high net worth clients.Key...

Investment Counsellor Job DescriptionThis role plays a vital part in delivering tailored investment and financial planning services to clients. The position entails assessing clients' financial needs, developing bespoke investment strategies, and ensuring their investment portfolios align with their long-term objectives.The Investment Counsellor will have a...

Job Overview:A skilled Fund Administrator is needed to manage private markets solutions end-to-end, partnering with internal teams and external managers.Key Responsibilities Include:Co-managing private markets solutions in partnership with internal teams and external managers.Supporting portfolio construction and asset allocation across strategies.Partnering...

Portfolio Management AssociateThe selected candidate will be responsible for maintaining and enhancing portfolio details of various private equity funds, including investor-specific quarterly reporting templates.Key Responsibilities:Maintain accurate and up-to-date portfolio information of various private equity fundsCreate and manage pre-defined...

Job Title: Investment Solutions SpecialistAbout Our FirmWe are a leading global investment management company that combines financial expertise, data-driven research, and technology to deliver innovative solutions for clients worldwide.Our strategies span equities, alternatives, multi-asset, and customized solutions, serving some of the world's largest...

Company Description Prosperity Services Kochi Role Description This is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi. The role involves managing client portfolios, building strong relationships, identifying business opportunities, and ensuring client satisfaction. Qualifications Demonstrated experience in...

About the OpportunityWe are looking for skilled professionals who want to support clients in managing their finances and achieving their long-term goals.As a financial advisor, you will have the opportunity to build strong relationships with clients, understand their needs, and provide tailored investment advisory services that address their objectives.Key...