Senior Portfolio Manager

24 hours ago


Jaipur, Rajasthan, India beBeeWealth Full time ₹ 50,00,000 - ₹ 65,00,000
Portfolio Manager for High-Net-Worth Clients

Directly oversee a portfolio of affluent clients, providing end-to-end wealth management solutions.

Key Responsibilities:
  • Acquire and grow relationships with high-net-worth clients, family offices, and senior professionals.
  • Act as a trusted advisor to clients, understanding their financial objectives, risk tolerance, and wealth planning needs.
  • Conduct regular portfolio reviews, offering strategic investment solutions aligned with market conditions and client goals.
Required Skills and Qualifications
  • Post Graduate/MBA/CA/CFA preferred.
  • 10-15 years of experience in Wealth Management/Private Banking with a reputable organization.
  • Proven track record of managing complex client portfolios.
  • Strong knowledge of capital markets, investment products, and wealth planning strategies.
Benefits

Opportunities for career growth and professional development.

Others

Collaborative work environment and opportunities for networking.



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