Portfolio Manager

10 hours ago

Surat, Gujarat, India beBeeRelationship Full time ₹ 80,00,000 - ₹ 2,50,00,000

We believe that our approach to wealth creation is centered around empowering high-net-worth and ultra-high-net-worth individuals to make informed investment decisions.

Key Responsibilities:
  • The primary goal of this role is to develop and maintain client relationships, enhancing their Assets Under Management (AUM).
  • This involves aligning AUM with clients' financial strategies to reduce risk, minimize costs, and optimize returns on investments.
  • A key responsibility of the portfolio manager is to review and service existing portfolios, ensuring a 'wow' experience for clients.
  • New relationships and clients are onboarded through strategic partnerships and business development activities.
  • To increase the number of managed clients, regular marketing initiatives are undertaken, focusing on industry knowledge and exceptional service delivery.
  • Maintaining the highest standards of ethics in providing services and analysis is paramount.
  • Collaboration with product teams ensures the delivery of specialized advice and expertise to clients.
Required Skills:
  • Strategic thinking and planning
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving skills
  • Ability to build and maintain long-term relationships
  • Stay up-to-date with industry trends and developments
Benefits:

The successful candidate will have access to ongoing training and professional development opportunities, ensuring they remain at the forefront of industry knowledge and best practices.

Others:

A fast-paced and dynamic work environment, driven by a culture of excellence, trust, and collaboration.

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