Portfolio Management Consultant
15 hours ago
Job Title: Portfolio Management Consultant
Company Overview: Purnartha Investment Advisers Pvt Ltd is a well-established investment firm seeking a seasoned Portfolio Management Consultant to lead its portfolio management efforts.
Salary: The estimated salary for this position is ₹2,800,000 - ₹7,000,000 per annum, commensurate with experience and qualifications.
Responsibilities:
As a Portfolio Management Consultant, your key responsibilities will include:
- Developing and implementing comprehensive portfolio management strategies tailored to clients' risk profiles and financial goals
- Collaborating with wealth managers to identify and capitalize on investment opportunities
- Providing expert advice on financial investments, including stock selection, asset allocation, and risk management
- Staying up-to-date with industry developments, regulatory changes, and market news
Qualifications and Skills:
To excel in this role, you will need:
- A CFA or CA qualification (Level 3 and Final cleared)
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data
- Excellent communication and presentation skills, with the ability to effectively convey insights to clients and stakeholders
About Us: Purnartha Investment Advisers Pvt Ltd is a trusted investment partner for individuals and institutions seeking expert investment guidance.
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