Wealth Portfolio Strategist

Role: Portfolio StrategistFunction: Products & SolutionsGrade: Associate Director / DirectorWork Location: New DelhiReports to: Head of Products & SolutionsNo. of Positions: 1Key ResponsibilitiesFinanceContribute to achieving financial targets and business composition goals of the organization.Achieve ROI that surpasses the benchmark index while managing acceptable risk levels.ClientGuide Wealth Managers on the latest products to enhance their sales pitches.Engage in internal discussions to develop house views across asset classes and create investment strategies.Propose new product concepts to the Investment Committee.Contribute ideas to enhance the investment platform (automation, process optimization, regulatory compliance).Ensure client satisfaction by aligning portfolios with risk tolerance and financial goals.Build strong, long-term client relationships with high retention.Provide clear updates on portfolio performance and market conditions.Tailor investment strategies for client goals (retirement, education, wealth preservation).Risk & GovernanceComply with regulations and internal policies.Conduct quarterly portfolio reviews with clients.Contribute to systemization and platform strengthening.Maintain confidentiality of sensitive information.Manage financial, regulatory, and reputational risks.PeopleParticipate in cross-functional projects.Foster teamwork and collaboration.Engage with internal stakeholders, especially investment teams.Pursue certifications and learning initiatives as per development plan.Key Role RequirementsEducationMaster’s degree in Finance, Economics, Business Administration, or related field.CertificationsPreferred: CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst).Required: NISM Certifications (5A, 21A) or as prescribed.Experience12+ years in investment management (HNI Wealth Management preferred).Strong understanding of financial markets, instruments, and portfolio theory.Technical SkillsAbility to analyze complex financial data and market trends.Knowledge of investment laws and regulations.Power SkillsExcellent communication (verbal & written).Strong client relationship management skills.

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