High Net Worth Portfolio Manager

2 days ago

Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000
Financial Portfolio Strategist

The primary objective of the Financial Portfolio Strategist is to efficiently manage high net worth portfolios by utilizing expertise gained from previous experience in private banking or asset management.

Key Responsibilities:
  • Develop and implement tailored financial plans that address client needs and goals, and conduct regular portfolio reviews to ensure alignment with objectives.
  • Collaborate with Relationship Managers (RMs) in pitch meetings and client onboarding to foster strong relationships and drive business growth.
  • Stay abreast of market trends, risk metrics, and asset classes to provide informed advice and optimize investment returns.
  • Deliver exceptional client presentations and relationship management, ensuring seamless interactions and sustained partnerships.
  • Possess relevant certifications, such as NISM XA, XB, and CFA/CFP, and meet the minimum 12-year work experience requirement in BFSI.
Required Skills and Qualifications:
  • Proven track record of managing high net worth portfolios with a focus on asset growth and client satisfaction.
  • Strong analytical and problem-solving skills, with ability to identify and capitalize on investment opportunities.
  • Excellent communication and interpersonal skills, with ability to build and maintain strong relationships with clients and colleagues.
  • Ability to stay up-to-date with industry trends, regulations, and best practices.
Benefits:

As a Financial Portfolio Strategist, you will have the opportunity to work with a diverse range of clients, develop your skills and expertise, and contribute to the success of our organization.

Others:

Our team is committed to providing exceptional service and support to our clients. If you are a motivated and results-driven individual with a passion for finance and portfolio management, we encourage you to apply for this exciting opportunity.

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