Portfolio Head - Wealth Segment - Financial Firm

Portfolio Head-Wealth Segment

Hiring for financial organisation.

Designation : Portfolio Head

Division : Wealth

Base : Mumbai

CTC : 35 lacs max

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 Strategy Formulation

- Portfolio review and rebalancing as and when required

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

Knowledge Requirement :

- Knowledge of all the Asset classes - Equity, Fixed income, Structured Products, Real Estate, FX, Commodities and International Markets

- In depth knowledge Wealth Management products - Mutual Funds, Portfolio Management Service Providers, Alternative Investment Funds and Listed Investments.

- Knowledge of taxation implications for various investment products

- Functional understanding of Research and Portfolio Software like Morning Star, Invest well, Bloomberg etc