Nuvama - Portfolio Manager
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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 ManagerIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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