Expert Portfolio Manager

5 days ago

Kanpur, Uttar Pradesh, India beBeeWealth Full time ₹ 8,00,000 - ₹ 10,00,000

We are seeking experienced Wealth Managers to join our team and contribute to our mission of making a positive difference in our clients' lives and their financial well-being.

As a Wealth Manager, you will have the opportunity to manage a diverse portfolio, receive comprehensive training, and enjoy continuous career advancements. Our CEO believes that employee training is essential to our success, which is why we offer ongoing career support to drive employee aspirations.

We are an ambitious and driven company that values hard work and supports our employees in achieving their goals while building affluent careers. Our primary objective is to provide personalized, independent financial advice to each client.

You will be responsible for supporting multiple individual clients with their financial management needs. With licenses obtained in multiple countries, we enable financial planning across borders, providing access to cutting-edge technical advancements in the industry to help you deliver exceptional service to your clients.

Key Responsibilities:

  • Develop a portfolio of wealth management clients (B2C only).
  • Manage and support clients, building strong relationships and maintaining regular communication through a personalized advisory approach.
  • Continuously increase Assets Under Management (AUM) by identifying current personal financial needs and discovering new opportunities to advise clients.
  • Conduct thorough reviews to identify personal and financial needs and deliver tailored wealth management solutions.

Required Skills:

  • Certified Wealth Management or Financial Planning qualification.
  • A pre-existing client book of NRI and/or HNI.
  • Service-focused with strong numerical and analytical skills and attention to detail.
  • Previous experience managing high net worth clients is desirable but not essential.

Company Benefits:

  • Multitude of career opportunities and progression.
  • Competitive commission bonus based on a transparent structure.
  • Individual and team training to support development.
  • Client and employee events.

  • Project Portfolio Manager

    2 days ago

    Kanpur, Uttar Pradesh, India beBeePortfolio Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

    Project Portfolio Management ExpertWe are seeking an expert to implement, configure and operationalize project portfolio management solutions for supporting projects.The consultant will lead process configuration, cost control, forecasting and integrations with upstream systems (e.g. SAP, SFDC, EDW) and build standardized reporting analytics. They will...

  • Portfolio Manager

    12 hours ago

    Kanpur, Uttar Pradesh, India beBeeRelationship Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

    Job OpportunityWe are seeking a professional to manage relationships with clients, enhancing and acquiring more assets under management.Our goal is to align assets with clients' financial strategies, reducing risk, cost, and tax while increasing desired returns and portfolio volatility.Develop and maintain client relationships to achieve exceptional...

  • Portfolio Manager

    7 days ago

    Kanpur, Uttar Pradesh, India beBeeInvestment Full time ₹ 12,64,605 - ₹ 14,94,628

    Job Opportunity:Manage and update financial portfolio details of private equity investments.Analyze fund performance by reviewing cash flows, financial reports, and investment metrics.Calculate comprehensive valuation data, including investment costs, realized/unrealized value, multiples, and key performance indicators.Track operational performance metrics...

  • Expert Portfolio Executive

    1 week ago

    Kanpur, Uttar Pradesh, India beBeeInvestment Full time US$ 1,80,000 - US$ 2,00,000

    Portfolio Manager Position OverviewThis role involves co-managing private markets solutions across a range of strategies, working in partnership with internal teams and external managers to achieve successful investment outcomes.

  • Strategic Portfolio Manager

    7 days ago

    Kanpur, Uttar Pradesh, India beBeeLeadership Full time US$ 10,00,000 - US$ 15,00,000

    Job Title:Director of Client Success Job Description:We are seeking an experienced and dynamic leader to oversee a large team of professionals, focused on serving Banking and Finance clients in Data & AI space. The ideal candidate will bring a strong background in management consulting, presales, and stakeholder management, along with proven experience in...

  • Portfolio Monitoring Expert

    12 hours ago

    Kanpur, Uttar Pradesh, India beBeeFinancial Full time ₹ 10,00,000 - ₹ 18,00,000

    Portfolio Monitoring ProfessionalAbout our team in Corporate and Investment Banking:We specialize in global market research, collaborating with top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. Our expertise supports eight of the top ten global banks on deal origination, execution, valuation, and...

  • Portfolio Management Intern

    11 hours ago

    Kanpur, Uttar Pradesh, India beBeePortfolioManagement Full time ₹ 5,00,000 - ₹ 12,50,000

    Job Description:We are seeking a skilled and detail-oriented individual to join our team as a portfolio management intern.This is an exceptional opportunity for a self-driven, financially skilled student or fresh graduate to work on cutting-edge projects involving investment advisory, portfolio construction, and risk analysis.Key Responsibilities:Assist in...

  • Cryptocurrency Portfolio Manager

    1 week ago

    Kanpur, Uttar Pradesh, India beBeeCryptoexpert Full time ₹ 60,00,000 - ₹ 1,08,00,000

    Job DescriptionAs a skilled crypto professional, you will be responsible for creating and managing investment portfolios on our platform.This role requires a strong understanding of cryptocurrency markets and a proven track record of success in portfolio management.Key Responsibilities:Develop and maintain high-quality investment portfolios that meet the...

  • Senior Portfolio Manager

    1 day ago

    Kanpur, Uttar Pradesh, India beBeeServiceNow Full time ₹ 13,30,000 - ₹ 21,47,000

    Job OpportunityWe seek an accomplished ServiceNow Senior Strategic Portfolio Management Developer.The ideal candidate will possess extensive expertise in ServiceNow SPM and the ability to design, configure, and support end-to-end solutions, including Demand, Project, Portfolio, and Resource Management.This role involves working on solution design,...

  • Portfolio Investment Manager

    3 days ago

    Kanpur, Uttar Pradesh, India beBeeInvestment Full time ₹ 10,00,000 - ₹ 20,00,000

    About the OpportunityWe are seeking a motivated and skilled student intern to work on portfolio management projects involving investment advisory, asset allocation, and risk profiling.