Senior Wealth Strategist

2 days ago

Anand, Gujarat, India beBeeWealth Full time ₹ 30,00,000 - ₹ 45,00,000
About Wealth Management

We are a FinTech start-up developing innovative AI tools for portfolio management.

Role Overview

As a Wealth Manager, you will work on cutting-edge projects involving investment advisory, asset allocation and risk profiling. You will have the opportunity to engage in multiple mini-projects across a large number of functional areas including:

  • Wealth Management & Client Engagement:
    • Analyze market data insights for portfolio recommendations.
    • Assist in preparing pitch books and investment presentations.
    • Learn about client interaction and investment strategies.
    • Participate in mock client meetings to develop communication skills.
  • Financial Research & Analysis:
    • Conduct fundamental analysis of equities and alternative investments.
    • Understand debt securities.
    • Compare investment options such as corporate bonds, NCDs, and mutual funds.
  • Portfolio & Risk Management:
    • Develop portfolio allocation strategies using AI powered tools.
    • Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments with near live price feeds.
  • Technical & AI-Driven Financial Tools:
    • Work on Virtual Risk Analyser and Virtual Portfolio Analyser.
  • Capstone Project:
    • Prepare an investment proposal for a client, including:
    • Portfolio allocation recommendations.
    • Long-term macroeconomic outlook.
    • Security/fund selection and justification.
Key Skills
  • Practical exposure to investment advisory, portfolio construction and risk analysis.
  • Strong analytical and financial modelling skills.
  • Enhanced presentation and communication skills.
  • Knowledge of AI applications in finance.

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