Senior Investment Portfolio Strategist

3 days ago


Chennai, Tamil Nadu, India Prov HR Solutions Private Limited Full time

About the Role:

We are seeking a skilled Senior Investment Portfolio Strategist to join our team at Prov HR Solutions Private Limited. The successful candidate will be responsible for assessing clients' risk tolerance and developing portfolios that maximize their financial gains.

As a Senior Investment Portfolio Strategist, you will craft investment packages and manage client expectations and transactions to achieve their overall objectives.

The role involves working directly with clients to help them understand investment opportunities, setting client expectations, overseeing transactions, and helping them reach their goals.

Key Responsibilities:

  • Client Consultation: Provide expert consultation to develop customized investment objectives for clients
  • Investment Advice: Offer guidance and advice on investment opportunities to customers
  • Performance Reporting: Create detailed reports on investment performance and activity
  • Client Communication: Communicate effectively with clients about their accounts, market conditions, and economic trends
  • Portfolio Management: Manage equity and bond portfolios to maximize investment returns
  • Risk Management: Commensurate acceptable levels of risk based on client instructions

Requirements:

  • Work Experience: Proven work experience as a Portfolio Manager or similar role
  • Investment Knowledge: Strong understanding of investment strategies and risk management
  • Communication Skills: Excellent verbal and written communication skills
  • Analytical Skills: Strong analytical and problem-solving skills
  • Education: Masters degree in business, finance, investment, or a related field preferred

Benefits and Compensation:

Successful candidates can expect a competitive salary of INR 25 lakhs per annum, along with relocation support, including visa and work permit assistance, allowing them to relocate to London. A passport is mandatory for this role. Immediate joiners are preferable.



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