Elite Portfolio Strategist

4 days ago

Kottayam, Kerala, India beBeeInvestment Full time ₹ 2,00,00,000 - ₹ 3,00,00,000

Job Title: Elite Portfolio Strategist

We are seeking a skilled and experienced financial professional to build and maintain strong relationships with high-net-worth individuals, providing personalized wealth management solutions.

About the Role:

This is an exciting opportunity to leverage your expertise in portfolio management and drive business growth by delivering exceptional client experiences.

Key Responsibilities:

  • Determine clients' financial goals and objectives to deliver tailored investment strategies.
  • Provide expert advice on alternative investment funds, portfolio management services, mutual funds, and equities.
  • Conduct regular portfolio reviews and performance updates to ensure alignment with clients' objectives.
  • Educate clients on investment products, highlighting features, benefits, and risks.
  • Recommend suitable investment strategies and products based on clients' preferences and risk profile.
  • Identify new business opportunities through networking and referrals.
  • Cross-sell wealth management products and services to existing clients.
  • Maintain accurate records of client interactions and transactions in accordance with compliance standards.

Requirements:

  • 12-18 years of relevant experience in wealth management or a related field.
  • Strong understanding of portfolio management principles and practices.
  • Proven track record of building and managing relationships with high-net-worth individuals.
  • Excellent communication, presentation, and negotiation skills.
  • Able to work independently and as part of a team in a fast-paced environment.
  • Relevant regulatory certifications (e.g., AMFI, NISM) advantageous.

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