Investment Portfolio Manager - Wealth Management - Bank

Investment Portfolio Manager Wealth Management

Job Title: Investment Portfolio Manager

Business Unit: Personal Banking and Wealth Management

Function: Wealth Management and Private Banking

Sub-Function: Investment Portfolio Manager - Wealth Management

Location: Mumbai

Job Description:

Investment strategy:

- Define Investment strategy; asset allocation basis the prevailing market conditions

- Be up-to-date with Equity and Debt markets by going through investment reports/concalls

Product Selection:

- Develop and manage the fund selection models

- Product Due diligence to understand the qualitative aspects of the products

Financial Planning and Wealth Protection:

- Financial goal setting and planning and prepare investment proposals for the clients

- Asset allocation and Portfolio construction

- Portfolio review and rebalancing as and when required

- Engaging with Sales Team and help in product penetration via product and research support