Wealth Manager

Global Connect Business Solutions; Chennai, Tiruchirappalli, Coimbatore District; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Global Connect Business Solutions in Chennai is seeking a Portfolio Manager to monitor and manage investment portfolios, track assets and liabilities, and prepare financial reports for informed decision-making. You will conduct investment research, assess risk, and support wealth planning with thorough analyses.

The role requires strong analytics, proficiency in MS Excel, and experience with portfolio tracking and financial modelling.

Qualifications

• Bachelor's degree in Finance, Commerce, Economics, or a related field.
• MBA in Finance, CFA, or other relevant qualifications will be an added advantage.

Responsibilities

• Monitor and maintain records of investment portfolios, assets and liabilities.
• Track investments across asset classes (equities, mutual funds, bonds, real estate, fixed income).
• Research and evaluate opportunities based on returns, risks, liquidity, and objectives.
• Monitor portfolio performance and market/economic developments.
• Prepare periodic reports on valuation, returns, asset allocation and performance.
• Analyse investments and identify diversification and risk management opportunities.
• Track maturity dates, dividends, interest, capital gains, and cash flows.
• Maintain consolidated records of investments, balances, assets and liabilities.
• Assist in developing wealth management plans and monitoring progress.
• Conduct financial research and prepare comparative analyses of opportunities.
• Evaluate proposals and present findings and risk assessments.

Skills

Financial markets

Portfolio management

Asset allocation

Investment analysis

Risk management

Financial modelling

Excel proficiency

Reporting skills

Attention to detail

Confidentiality

Time management

Education

Bachelor's in Finance/Commerce/Economics

MBA in Finance

CFA (advantage)

Job description

Position: Portfolio Manager

Department: CEO's Office
Location: Chennai / Coimbatore / Trichy
Reporting To: CEO

Job Summary:

We are Looking For Portfolio Manager / Wealth Manager who will be responsible for monitoring and managing the investment portfolios, tracking assets and liabilities, evaluating investment opportunities, and preparing financial reports to support informed decision-making. The role involves investment research, portfolio performance analysis, wealth planning, risk assessment, and maintaining accurate records of investments and financial assets.

Key Responsibilities:

• Monitor and maintain records of the investment portfolios, financial assets, and liabilities.
• Track investments across various asset classes, including equities, mutual funds, bonds, real estate, fixed-income instruments, and other investments, as applicable.
• Research and evaluate investment opportunities based on potential returns, associated risks, liquidity, and investment objectives.
• Monitor portfolio performance, market movements, and economic developments.
• Prepare periodic reports on portfolio valuation, returns, asset allocation, and investment performance.
• Analyse existing investments and identify opportunities for portfolio diversification and risk management.
• Track investment maturity dates, dividend income, interest income, capital gains, and other investment-related cash flows.
• Maintain consolidated records of investments, bank balances, assets, liabilities, and other relevant financial information.
• Assist in developing and monitoring long-term wealth management and investment plans.
• Conduct financial research and prepare comparative analyses of investment opportunities.
• Evaluate investment proposals and present findings, recommendations, and risk assessments.
• Coordinate with banks, financial institutions, investment advisors, accountants, and other relevant professionals, as authorized.
• Monitor financial commitments, investment-related payments, and upcoming financial obligations.
• Maintain strict confidentiality of the financial information, investment records, and personal financial matters.
• Ensure proper documentation and coordination for investment transactions and related financial activities.

Required Skills:

• Strong knowledge of financial markets, investment products and portfolio management.
• Good understanding of asset allocation, investment analysis and risk management.
• Strong financial analysis, research, and reporting skills.
• Advanced MS Excel skills and proficiency in financial modelling or portfolio tracking tools.
• Ability to analyse financial data and present clear, practical recommendations.
• Strong attention to detail and numerical accuracy.
• Excellent organizational and time-management skills.
• High level of integrity, discretion, and confidentiality.

Qualification:

• Bachelor's degree in Finance, Commerce, Economics, or a related field.
• MBA in Finance, CFA, or other relevant financial qualifications will be an added advantage.

Experience:

• Relevant experience in portfolio management, wealth management, investment analysis, or financial planning.
• Experience in monitoring diversified investment portfolios, analysing investment opportunities, and preparing financial reports is preferred.
• Practical experience in financial modelling, portfolio valuation and investment performance tracking will be an advantage.

Key Performance Indicators (KPIs):

• Accuracy and timeliness of portfolio reports.
• Quality of investment research and recommendations.
• Effective monitoring of portfolio performance and risk exposure.
• Accuracy and completeness of financial asset and liability records.
• Timely tracking of investment maturities and financial commitments.
• Quality of investment opportunity evaluations and comparative analyses.
• Confidentiality and proper maintenance of financial records.

Preferred Candidate Profile:

• Experience handling high-value investment portfolios or wealth management activities.
• Strong analytical mindset with the ability to evaluate investment opportunities objectively.
• Ability to work independently and provide reliable financial insights.
• Strong financial discipline and attention to detail.
• High integrity and the ability to handle sensitive financial information with complete confidentiality.
• Immediate joiners preferred.