Senior Portfolio Strategist

3 days ago

Gulbarga, Karnataka, India beBeeStrategist Full time ₹ 60,00,000 - ₹ 1,20,00,000
Job Title: Senior Portfolio Strategist">

Job Summary:

We are seeking an experienced and results-driven Senior Portfolio Strategist to join our team. As a key member of our investment advisory team, you will be responsible for developing and implementing customized investment strategies that meet the unique needs and goals of our clients.

Key Responsibilities:

  1. Client Relationship Management:
  • Build and maintain strong relationships with high net worth individuals and institutional investors through effective communication and personalized service.
  • Develop and execute tailored investment plans that align with clients' risk tolerance, financial goals, and investment horizon.
  1. Portfolio Management:
  • Manage and monitor client portfolios to ensure they remain aligned with their investment objectives and risk profile.
  • Provide regular portfolio reviews and recommend adjustments as needed to optimize returns and minimize risk.
  1. Market Research & Analysis:
  • Stay up-to-date on market trends, economic developments, and industry news to provide informed advice to clients.
  • Conduct thorough research and analysis to identify potential investment opportunities and mitigate risks.
  1. Compliance & Risk Management:
  • Ensure compliance with all regulatory requirements and maintain accurate records for audits and compliance purposes.
  • Identify and mitigate potential risks to protect clients' investments and maintain a high level of confidence in our services.

Requirements:

  • Bachelor's degree in Finance, Economics, or related field.
  • 5+ years of experience in investment management, wealth advisory, or related role.
  • Proven track record of delivering exceptional client service and exceeding revenue targets.
  • Strong analytical skills, with ability to interpret complex data and make informed decisions.
  • Excellent communication and interpersonal skills, with ability to build trust with clients and colleagues.
  • Proficiency in trading platforms and CRM software to streamline client interactions and improve operational efficiency.

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