Senior Portfolio Manager

1 day ago


Thiruvananthapuram, Kerala, India beBeeWealth Full time ₹ 60,00,000 - ₹ 80,00,000

We are seeking a highly skilled Wealth Manager to manage a vast and varied portfolio, provide personalised, independent financial advice to clients, and support their long-term goals.

Key Responsibilities
  • Cultivate a book of high net worth clients
  • Develop and maintain strong relationships with clients
  • Analyse markets globally to identify investment opportunities
  • Conduct in-depth reviews to identify personal and financial needs
  • Deliver tailored wealth management solutions through effective communication
  • Monitor client portfolios and make recommendations for growth
  • Stay up-to-date with industry trends and developments

Requirements:

  • Certified Wealth Management or Financial Planning qualification
  • Experience managing high net worth clients
  • Strong analytical and numerical skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Familiarity with financial products and services

This is an exciting opportunity for a motivated and results-driven individual to join our team and take their career to the next level.



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