Financial Portfolio Specialist
7 days ago
**About Client Associates:**
Client Associates is India's pioneering Multi Family Office Firm, founded by senior private bankers to provide professional Private Wealth Management services. Recognized as one of the best teams of private bankers in India, we have received numerous awards for our exceptional wealth management services.
Job Title: Financial Portfolio Specialist
Job Description:
We are seeking a highly skilled and motivated Financial Portfolio Specialist to join our team. As a key member of our advisor/relationship team, you will be responsible for generating portfolio reports on a monthly basis, analyzing market trends, and providing recommendations to clients based on their asset allocation. You will also be involved in restructuring portfolios according to changing market dynamics, coordinating with our operations team, and providing daily updates to our advisor/relationship team.
Candidate Profile:
To succeed in this role, you should possess a full-time MBA/PGDM or equivalent degree with specialization in Finance. You should also have excellent analytical, problem-solving, and communication skills, as well as experience with office tools like Excel and PowerPoint. Self-motivated, focused, and driven individuals who can work effectively in a team environment are encouraged to apply.
Salary: The estimated salary for this role is ₹8-10 lakhs per annum, depending on your level of experience and qualifications.
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