Wealth manager

3 days ago

Gurgaon, India Green Portfolio Full time
About Us:
One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million.
We are constantly expanding our retail and PMS reach through fintech platforms and we require motivated, self-learning individuals to join our team and take up responsibilities.
About the role:
We seek a dynamic and experienced Wealth manager to join our esteemed financial advisory team at Green Portfolio This role focuses on our new Shariah-compliant offerings. As a wealth manager, you will guide and support our clients in achieving their financial objectives.
Key Responsibilities:
Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.
Recommending suitable investment products, such as equities PMS and alternative investments, based on thorough market research and analysis.
Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles.
Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs.
Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.
Collaborating with internal teams, such as tax advisors, legal professionals and estate planners, to offer comprehensive financial solutions to clients.
Requirements:
BA bachelor's degree in finance, economics, business administration or a related field.
3+ years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.
Understanding of financial markets, investment products, and wealth management principles.
Excellent interpersonal skills and the ability to build trust and rapport with clients.
Exceptional verbal and written communication skills in explaining complex financial concepts to clients.

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