High Net Worth Individual Portfolio Manager

3 days ago

Chennai Coimbatore Pune, India beBeePortfolioManager Full time ₹ 8,00,000 - ₹ 12,00,000

Hiring Manager Wanted for High Net Worth Individuals

We are seeking an experienced Portfolio Manager to oversee the investment portfolios of High Net Worth Individuals (HNI).

The ideal candidate will have a strong background in financial markets and excellent interpersonal skills to build lasting relationships with our clients.

Responsibilities:

  • Manage and grow existing client portfolios through strategic investment decisions.
  • Network and establish new business opportunities to expand our client base.
  • Cultivate exceptional client relationships by providing personalized service and tailored solutions.
  • Develop and maintain in-depth knowledge of financial products, including equity and debt instruments.
  • Maintain accurate records and reporting to ensure seamless operations.

Requirements:

  • Minimum 3 years of experience in portfolio management or a related field.
  • Strong understanding of financial markets, instruments, and regulations.
  • Excellent communication and interpersonal skills.
  • Ability to work independently with minimal supervision.
  • Proficiency in Microsoft Office Suite.

What We Offer:

  • A competitive salary and bonus structure.
  • Ongoing training and professional development opportunities.
  • A dynamic and supportive work environment.
  • The chance to work with a diverse range of clients and develop your expertise.

Please submit your application if you meet the requirements and are passionate about delivering exceptional results in a fast-paced environment.

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