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Job Description
Company Description
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Role Description
This is a contract remote role for managing High Net-Worth Individual (HNI) & Non-Resident Indian (NRI) portfolios. The responsibilities include overseeing and optimizing client portfolios, maintaining regular communication with clients to address their needs, evaluating financial plans, and executing tailored strategies to meet client objectives. Additionally, the role involves managing program workflows and ensuring alignment of client objectives with organizational goals.
Qualifications
- Strong Analytical Skills and a proactive approach to evaluating and optimizing portfolio performance
- Expertise in Project Portfolio Management and Program Management
- Excellent Communication skills to interact effectively with clients and team members
- Understanding of Finance with the ability to develop and implement financial strategies
- Adaptability to remote work and a strong ability to work independently
- Experience in client relationship management or financial consulting is preferred
- Bachelors degree in Finance, Business
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FinanceIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
Important dates & deadlines?
Application Deadline
23 Dec 25, 01:34 PM IST
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