Wealth Manager

1 week ago

Gurgaon, Haryana, 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.

Responsibilities

  • Building and maintaining strong relationships with high-net-worth clients, understanding their financial goals, and providing tailored investment solutions.

  • Engage with prospects interested in Portfolio Management Services (PMS) and Smallcase investments through various channels, including phone calls, messaging, or in-person meetings,

  • Drive revenue growth by expanding client base, increasing assets under management, and cross-selling additional financial products and services.

  • Developing and managing customized investment portfolios for client ensuring alignment with their risk tolerance, financial objectives, and market conditions.

  • Conducting in-depth analysis of market trends, economic conditions, and investment opportunities to provide informed recommendations to clients.

  • Working closely with other wealth managers, analysts, and support staff to deliver superior client service and achieve team objectives.

  • Identifying and pursuing new business opportunities, including networking

Qualifications

  • 1-3 years of experience in Portfolio Management Services (PMS) with a solid understanding of various investing avenues and financial instruments.
  • Proven ability to build and nurture client relationships, identify new clients, and enhance engagement with existing clientele.
  • Graduation in finance, accounting, or economics is preferred.
  • Excellent communication skills are essential for this client-facing role.
  • While prior experience in PMS is valued, we welcome individuals with a strong inclination to learn and grow in the field of financial advisory.

Benefits

  • Competitive salary package with performance-based incentives.
  • Opportunity to work with a diverse range of clients, including high-net-worth individuals and institutional investors.
  • Ongoing professional development and training opportunities to enhance your skills and knowledge in finance.
  • Collaborative and supportive work environment with opportunities for career growth and advancement.

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