Wealth Manager – Portfolio Specialist

Job Summary:

Wealth Manager

Key Responsibilities:

• Serve as the primary relationship manager for assigned customers, providing holistic wealth management advice.
• Develop customized investment portfolios aligned with each customer financial goals, risk tolerance, and time horizon.
• Conduct portfolio reviews and rebalancing based on market trends, performance, and changing customer needs.
• Collaborate with research teams and investment analysts to identify and implement asset allocation strategies.
• Maintain deep knowledge of financial markets, economic trends, and investment products.
• Advise customers on other wealth services such as estate planning, tax optimization, and retirement planning.
• Ensure regulatory compliance and adhere to internal policies and industry best practices.
• Prepare and present detailed portfolio reports and investment proposals.
• Acquire new customers through networking, referrals, and business development initiatives.

Qualifications:

• Bachelor’s degree in B.com/Finance.
• Minimum 6months -2 years of experience in wealth management or private banking, with proven portfolio management skills.
• Relevant certifications such as NISM series, Stock markets.
• Strong analytical, interpersonal, and communication skills.
• Proficiency with portfolio management tools, financial planning software, and CRM platforms.
• Ability to manage complex financial needs of Customers.

Key Responsibilities:

• Deep understanding of investment strategies and asset classes (equities, fixed income, alternatives, etc.)
• Strong client relationship management and consultative selling skills.
• Attention to detail with strong ethical standards and discretion.
• Proactive, self-motivated, and results-oriented.

Experience needed

Job Location:

shivangi08052025@gmail.com

Looking for Immediate joiners only from PUNE Location.