Senior Portfolio Manager

Job Role: Portfolio Manager / Senior Portfolio Manager

Manage and develop client investment portfolios with a focus on maximizing returns and minimizing risks.

Conduct financial planning, wealth management, and advisory services for clients.

Build strong and long-term client relationships through effective communication and trust-building.

Identify market opportunities, analyze investment options, and provide customized solutions.

Monitor portfolio performance and recommend changes to achieve client goals.

Mentor and guide junior team members (for Senior PM role).

Strong knowledge of investment products, financial markets, and wealth management.

Excellent communication, client-handling, and relationship management skills.

Analytical and strategic thinking with a target-oriented mindset.

26 years of experience in portfolio management, wealth management, or financial advisory (Senior PM: 4+ years).