
Manage client portfolios, collaborate with investment team, adhere to compliance standards, monitor market trends, provide financial advice
Our esteemed organization is currently seeking an experienced and dedicated Investment Manager to join our dynamic team. The ideal candidate will oversee client portfolios, collaborate closely with the investment team, and adhere strictly to compliance standards. This role involves monitoring market trends and providing financial advice to clients, ensuring their long-term success.
The successful applicant will be responsible for managing a diverse range of client accounts, ranging from individual investors to institutional partners. A proven track record in wealth management is essential, alongside a deep understanding of investment advisory and financial advisory principles. The role requires an ability to work effectively within the BFSI and trading sectors, with a particular focus on the insurance industry.
Key responsibilities include:
This is a full-time, permanent position within our BFSI, Investments & Trading department. Successful candidates must have a minimum educational requirement of 12th pass and demonstrate strong soft skills such as effective communication, problem-solving abilities, and the ability to build rapport with clients.