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17/02 Ketan Srivastava
HR at Impeccable HR Consulting

Views:455 Applications:43 Rec. Actions:Recruiter Actions:13

Portfolio Head - Wealth Segment - Financial Firm (10-14 yrs)

Mumbai Job Code: 1050550

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

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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