Senior Investment Advisor

13 hours ago

Bellary, Karnataka, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Job Title:

Portfolio Manager Specialist

Job Summary:

We are seeking a skilled portfolio manager with expertise in wealth management and investment advice to oversee clients' portfolios and provide personalized guidance.

Responsibilities:

  • Develop Client Relationships:
    • Build strong relationships with clients to understand their financial goals and risk tolerance.
    • Provide customized investment advice and recommendations based on individual client needs and circumstances.
  • Portfolio Management:
    • Manage clients' portfolios, monitoring performance and making adjustments as necessary to align with their goals and risk tolerance.
    • Conduct market research and analysis to identify investment opportunities and potential risks.
  • Business Development:
    • Identify and pursue new business opportunities to expand the client base.
    • Collaborate with other departments to ensure seamless service delivery to clients.
  • Compliance and Reporting:
    • Maintain a thorough understanding of relevant regulations and compliance requirements.
    • Stay up-to-date with industry trends and news to inform investment decisions.

Requirements:

To succeed in this role, you should have:

  • 10+ years of experience in wealth management and investment advice.
  • A proven track record of generating and maintaining a client base and achieving sales targets.
  • Strong analytical and problem-solving skills to navigate complex investment issues.
  • Excellent communication and interpersonal skills to build strong relationships with clients and colleagues.
  • Ability to work independently and manage multiple priorities and deadlines.

KPIs:

Key Performance Indicators for this role include:

  • Achieving and exceeding individual and team sales targets to drive revenue growth.
  • Increasing client retention and satisfaction by providing high-quality investment advice and personalized service.
  • Expanding the client base through referrals, networking, and other sales activities.
  • Increasing assets under management by effectively managing clients' portfolios and growing their wealth.

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