
Senior Portfolio Manager
11 hours ago
Job Title: Senior Portfolio Manager
Overview:
As a senior portfolio manager, you will be responsible for building and maintaining strong relationships with high-net-worth individuals. Your expertise in wealth management products and personalized financial advice will help clients achieve their financial goals.
Key Responsibilities:
- Establish trust with clients by understanding their financial objectives and providing tailored investment solutions.
- Conduct regular portfolio reviews to ensure alignment with clients' financial goals.
- Educate clients on the features and risks of various wealth management products.
- Identify new business opportunities through networking and referrals.
- Cross-sell wealth management products and services to existing clients.
- Maintain accurate records of client interactions and transactions.
Requirements:
- Relevant experience of 12 - 18 years in wealth management.
- Strong understanding of wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS).
- Proven track record of building and managing relationships with high-net-worth individuals.
- Excellent communication, presentation, and negotiation skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- Relevant regulatory certifications (e.g., AMFI, NISM) are advantageous.
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