Portfolio Management Consultant

15 hours ago


Bengaluru, Karnataka, India Purnartha Investment Advisers Pvt Ltd Full time

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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