Investment Manager - BFSI & Trading Role

FreshieHire Author
Salary
2.88-8.64 LPA
Location
Bhubaneswar

Highlights

Manage client portfolios, collaborate with investment team, adhere to compliance standards, monitor market trends, provide financial advice




Description

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:

  • Managing client portfolios: Ensuring optimal performance through strategic asset allocation and risk management strategies.
  • Collaborating with investment team: Working closely with our expert team to develop robust financial plans tailored to each client’s needs.
  • Adhering to compliance standards: Maintaining strict adherence to regulatory requirements, ensuring all activities are conducted within the bounds of the law.
  • Monitoring market trends: Staying ahead of market movements to advise clients on timely investment opportunities and risks.
  • Providing financial advice: Offering personalized guidance to help clients achieve their financial goals, whether it be long-term wealth accumulation or specific short-term objectives.

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.



Skills

About the Author

FreshieHire Author
Hi, this is KD. On my blogs, you will find the best jobs for freshers all at one place. We curate jobs for you from various sources and combine them all at one place. Hope you got some value. : )
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