Wealth Manager Portfolio Specialist Opicle

0.0 - 3.0 years

0 Lacs

pune, maharashtra

On-site

You are an experienced and client-focused Wealth Manager with a strong background in portfolio management. As a Wealth Manager, your primary responsibility will be managing customers" portfolios, creating tailored investment strategies, and ensuring portfolio performance aligns with customer objectives and risk profiles. Your key responsibilities will include serving as the primary relationship manager for assigned customers, providing holistic wealth management advice, developing customized investment portfolios aligned with each customer's financial goals, risk tolerance, and time horizon, conducting portfolio reviews and rebalancing based on market trends, performance, and changing customer needs. You will also collaborate with research teams and investment analysts to identify and implement asset allocation strategies, maintain knowledge of financial markets, economic trends, and investment products, advise customers on wealth services such as estate planning, tax optimization, and retirement planning, ensure regulatory compliance, and prepare detailed portfolio reports and investment proposals. To qualify for this role, you should have a Bachelor's degree in B.com/Finance, along with a minimum of 6 months to 2 years of experience in wealth management or private banking, demonstrating proven portfolio management skills. Relevant certifications such as NISM series and Stock markets are preferred. You should possess strong analytical, interpersonal, and communication skills, proficiency with portfolio management tools, financial planning software, and CRM platforms, and the ability to manage the complex financial needs of customers. Additionally, you should have a 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, and be proactive, self-motivated, and results-oriented. This position requires immediate joiners only from Pune location. If you meet the qualifications and are interested in this opportunity, please drop your CV at shivangi08052025@gmail.com.,

Posted 1 week ago

Apply

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.