
Dynamic Wealth Management Professional
16 hours ago
We are seeking a seasoned Portfolio Manager to join our esteemed wealth management team.
About the Role:- The successful candidate will be responsible for developing and managing high-net-worth client relationships, enhancing and acquiring Assets Under Management (AUM).
- Key responsibilities include aligning AUM according to clients' strategies while reducing risk, costs, and tax implications, and ensuring desired returns and managing portfolio volatility.
- Client satisfaction is paramount, with a focus on delivering exceptional service and building long-term relationships.
- A minimum of 4 years of relevant experience in wealth management.
- A proven track record of managing high-net-worth client relationships and sales.
- A postgraduate degree or MBA from a reputable institution is highly desirable.
- AMFI certification and knowledge of mutual funds are advantageous.
As a Portfolio Manager, you will have the opportunity to work with a fast-growing firm specializing in wealth management through proprietary technology platforms. You will be part of a dynamic team that values innovation, collaboration, and client satisfaction.
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