Nuvama - Portfolio Manager

Department Icon Stock Market Trading Asset & Wealth Management
Posted: 4 months ago
2-6 years
Hyderabad,Kolkata,Chennai,Bangalore,Pune,Delhi NCR
Stock Market Trading Asset & Wealth Management
work from office
Full Time

Posted: 4 months ago
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Job Description

Key Responsibilities:

  • Understanding clients' financial needs, goals, and risk appetite
  • Analyzing portfolios to identify opportunities for asset allocation and diversification
  • Designing investment strategies aligned with client objectives and investment horizons
  • Recommending suitable investment solutions based on client profiles
  • Supporting wealth, insurance, and tax planning initiatives
    Requirements:
  • Minimum 2 years of experience in Portfolio Management with a Bank or Wealth Management firm
  • Strong understanding of investment products and portfolio advisory
  • MBA (Finance) and/or CFP/CFA preferred

Skills

Portfolio ManagementWealth ManagementCFACfpAsset AllocationInvestment ProductsInvestment StrategiesWealth ManagementCfaPortfolio Manager

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