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 custom...

Posted 1 month ago

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