Wealth Manager

About Us

One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million.

We are constantly expanding our retail and PMS reach through fintech platforms and we require motivated, self-learning individuals to join our team and take up responsibilities.

About the role

We seek a dynamic and experienced Wealth manager to join our esteemed financial advisory team at Green Portfolio This role focuses on our new Shariah-compliant offerings. As a wealth manager, you will guide and support our clients in achieving their financial objectives.

Responsibilities

Building and maintaining strong relationships with high-net-worth clients, understanding their financial goals, and providing tailored investment solutions.

Engage with prospects interested in Portfolio Management Services (PMS) and Smallcase investments through various channels, including phone calls, messaging, or in-person meetings,

Drive revenue growth by expanding client base, increasing assets under management, and cross-selling additional financial products and services.

Developing and managing customized investment portfolios for client ensuring alignment with their risk tolerance, financial objectives, and market conditions.

Conducting in-depth analysis of market trends, economic conditions, and investment opportunities to provide informed recommendations to clients.

Working closely with other wealth managers, analysts, and support staff to deliver superior client service and achieve team objectives.

Identifying and pursuing new business opportunities, including networking

Qualifications

1-3 years of experience in Portfolio Management Services (PMS) with a solid understanding of various investing avenues and financial instruments.

Proven ability to build and nurture client relationships, identify new clients, and enhance engagement with existing clientele.

Graduation in finance, accounting, or economics is preferred.

Excellent communication skills are essential for this client-facing role.

While prior experience in PMS is valued, we welcome individuals with a strong inclination to learn and grow in the field of financial advisory.

Benefits

Competitive salary package with performance-based incentives.

Opportunity to work with a diverse range of clients, including high-net-worth individuals and institutional investors.

Ongoing professional development and training opportunities to enhance your skills and knowledge in finance.

Collaborative and supportive work environment with opportunities for career growth and advancement.