A leading wealth outfit is seeking to hire the undersaid Key Responsibilities: Finance - Contribute to achieving financial targets and business composition goals of the organization. - Achieve ROI that surpasses the benchmark index for the portfolio, while managing acceptable risk levels. - Guide Wealth Managers on the latest products to enhance their sales pitches. - Actively engage in internal discussions to collaboratively develop house views across asset classes and create effective investment strategies. - Propose new product concepts to the Investment Committee. - Contribute ideas to enhance the investment platform by staying current with market developments, including automation, process optimization, and compliance with regulatory changes. Client - Ensure client satisfaction by maintaining a portfolio aligned with their risk tolerance, financial goals, and investment preferences. - Build strong, long-term client relationships, focusing on high retention through consistent performance and transparent communication. - Provide clients with clear, understandable updates on portfolio performance and market conditions. - Tailor investment strategies to meet each client's unique financial goals (e.g., retirement, education, wealth preservation). Risk and Governance - Comply with regulations and internal policies and procedures to ensure that the firm achieves high compliance standards. - Conduct quarterly portfolio reviews with clients. - Contribute to systemization and platform strengthening to achieve scale and sustainability - Maintain confidentiality of sensitive information - Manage financial, regulatory and reputational risks for the firm and its clients prudently. People - Participating in cross functional projects - Foster teamwork and collaboration at all levels of the organization - Engage effectively with internal stakeholders, particularly the investment teams to ensure successful outcomes for the firm and clients. - Pursue knowledge-enhancing initiatives and secure mandatory certifications/licenses, adhering to the personal development plan.

Bangalore

Portfolio Strategist 

Job Description for Portfolio Strategist  in Workforce Wisdom in  Bangalore for (7-11) years of experience. Apply Now!