Wealth Portfolio Strategist

2 weeks ago

Vellore, Tamil Nadu, India beBeeInvestment Full time ₹ 17,30,400 - ₹ 25,68,000

Job Overview:

We are seeking a highly skilled Wealth Portfolio Strategist to join our team. In this role, you will be responsible for providing expert investment advice and portfolio management services to clients. Your primary objective will be to help clients achieve their financial goals by delivering tailored investment solutions.

Responsibilities:


• Develop and maintain long-term relationships with clients to understand their financial objectives, risk tolerance, and investment needs.


• Conduct in-depth analysis of clients' financial situations, identifying areas where they can optimize their portfolios for maximum growth and returns.


• Provide personalized investment advice and recommendations to clients based on their individual circumstances and goals.


• Manage clients' investment portfolios, making strategic adjustments as needed to ensure alignment with their objectives and risk tolerance.


• Conduct market research and analysis to identify potential investment opportunities and mitigate risks.


• Stay up-to-date with the latest market trends and news, providing regular updates to clients on relevant developments.

Required Skills and Qualifications:


• 10+ years of experience as a Wealth Manager or Portfolio Strategist.


• Proven track record of delivering high-quality investment advice and achieving strong client outcomes.


• Strong understanding of financial markets, investment products, and portfolio management strategies.


• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.


• Ability to work independently and manage multiple priorities and deadlines.


• Strong analytical and problem-solving skills, with the ability to identify and resolve complex investment issues.


• Familiarity with relevant regulations and compliance requirements.


• Bachelor's degree in finance, business, or a related field. Advanced degree or professional certification (e.g., CFA) preferred.

Benefits:


• Competitive salary and bonus structure.


• Comprehensive benefits package, including health insurance, retirement plan, and paid time off.


• Opportunities for professional growth and development, including training programs and industry events.


• Collaborative and dynamic work environment, with a talented team of professionals.


• Recognition and rewards for outstanding performance and contributions to the team.

Others:


• Achieve and exceed individual and team sales targets to drive revenue growth.


• Increase client retention and satisfaction by providing high-quality investment advice and personalized service.


• Expand client base by generating new business through referrals, networking, and other sales activities.


• Maintain a high level of compliance with relevant regulations and internal policies to ensure that clients' investments are protected.


• Stay up-to-date with the latest market trends and news to identify investment opportunities and risks.


• Maintain a high level of client engagement by regularly communicating with them and providing market updates and performance reports.

  • Global Wealth Strategist

    2 weeks ago

    Vellore, Tamil Nadu, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Job Title: Global Wealth Strategist">We are seeking a seasoned Global Wealth Strategist to drive the growth and expansion of our wealth management division.">This role requires a deep understanding of portfolio management, regulatory compliance, and investment advisory, as well as the ability to lead a team of relationship professionals.">Key...

  • Portfolio Strategist

    2 weeks ago

    Vellore, Tamil Nadu, India beBeeInvestment Full time ₹ 18,00,000 - ₹ 20,00,000

    About Wealth ManagementWe are seeking a motivated individual to work on cutting-edge projects involving investment advisory and portfolio management.The ideal candidate will have strong analytical skills, an eye for investment analysis and financial planning.Key Responsibilities:Analyze and present market data insights for portfolio recommendations.Conduct...

  • Investment Portfolio Strategist

    1 week ago

    Vellore, Tamil Nadu, India beBeeRisk Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Job DescriptionSeeking a seasoned Risk Management professional to oversee the identification, assessment, and mitigation of market, credit, operational, liquidity, and regulatory risks within an investment management or financial services organization.This role involves working closely with the Chief Risk Officer to develop and implement risk strategies,...

  • Portfolio Investment Strategist

    2 weeks ago

    Vellore, Tamil Nadu, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    We are seeking a detail-oriented Portfolio Research Analyst to join our team. This role requires expertise in portfolio rebalancing and deep knowledge of investment products such as Mutual Funds (MFs), Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS).Key ResponsibilitiesConduct portfolio analysis and rebalancing to optimize asset...

  • Asset Strategist

    2 weeks ago

    Vellore, Tamil Nadu, India beBeeStrategist Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    We're seeking a skilled and dedicated professional to join our team as an Asset Strategist.About the Role:The primary responsibility will be to develop and maintain relationships with clients, focusing on growing assets under management (AUM).Align AUM with client financial strategies to minimize risk, costs, and taxes while maximizing desired returns and...

  • Wealth Management Opportunity

    2 weeks ago

    Vellore, Tamil Nadu, India beBeeProfessional Full time ₹ 60,00,000 - ₹ 1,10,00,000

    About Our Wealth Management RoleWe are a team on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with individual financial...

  • Wealth Development Specialist

    2 weeks ago

    Vellore, Tamil Nadu, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Job Title: Senior Relationship Manager- Wealth Management SolutionsKey Responsibilities:• Client Acquisition & Relationship Management: Develop and maintain relationships with high net worth individuals and family offices.• Investment Advisory & Product Distribution: Provide expert advice on mutual funds, alternative investment funds, portfolio...

  • Chief Wealth Strategist

    2 weeks ago

    Vellore, Tamil Nadu, India beBeePrivateBanker Full time ₹ 80,00,000 - ₹ 1,25,00,000

    At the forefront of wealth management, we are seeking a skilled

  • Senior Portfolio Manager

    2 weeks ago

    Vellore, Tamil Nadu, India beBeeWealth Full time ₹ 35,00,000 - ₹ 65,00,000

    Job Title: Senior Vice President of Wealth Management">We are seeking an experienced Senior Vice President to lead our wealth management team. The successful candidate will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, providing end-to-end investment advisory and wealth management solutions.This is a senior...

  • Financial Strategist

    2 weeks ago

    Vellore, Tamil Nadu, India beBeeFinance Full time ₹ 30,00,000 - ₹ 1,00,00,000

    Job Title:Financial Strategist\At Neo-Wealth and Asset Management, we are seeking a skilled Investment Analyst to join our team. The successful candidate will play a key role in analyzing investment opportunities, conducting due diligence, and presenting findings to the investment committee.\