HamburgerMenu
iimjobs

Posted by

Job Views:  
980
Applications:  267
Recruiter Actions:  25

Job Code

1707851

Nuvama - Portfolio Manager

Posted 1 month ago
Posted 1 month ago

Key Responsibilities:

- Understanding clients' financial needs, goals, and risk appetite

- Analyzing portfolios to identify opportunities for asset allocation and diversification

- Designing investment strategies aligned with client objectives and investment horizons

- Recommending suitable investment solutions based on client profiles

- Supporting wealth, insurance, and tax planning initiatives

Requirements:


- Minimum 2 years of experience in Portfolio Management with a Bank or Wealth Management firm

- Strong understanding of investment products and portfolio advisory

- MBA (Finance) and/or CFP/CFA preferred

Didn’t find the job appropriate? Report this Job

Similar jobs that you might be interested in

Posted by

Job Views:  
980
Applications:  267
Recruiter Actions:  25

Job Code

1707851

Loading chat...