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Nuvama Group

Portfolio Manager

Posted Updated 9 views
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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

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