Planet Solutions
Portfolio Manager
9 days ago
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Important information
Contract type:
Permanent
Location:
Bengaluru, Karnataka, India
Work mode:
Onsite
Published on:
16 October 2026
What they need
We are seeking a dedicated Portfolio Manager to join our team in Karnataka. The ideal candidate will have a strong background in portfolio management, particularly in dealing with High Net Worth Individuals (HNI) and wealth management strategies. As a Portfolio Manager, you will be responsible for developing and managing investment portfolios tailored to the unique needs of our clients. You will analyze market trends, assess investment opportunities, and provide strategic advice to clients to help them achieve their financial goals. Key responsibilities include conducting thorough research on investment options, monitoring portfolio performance, and making recommendations for adjustments as necessary. You will also be expected to build and maintain strong relationships with clients, ensuring their needs are met and that they are informed about their investments. Required skills for this role include a deep understanding of portfolio management principles, excellent analytical skills, and the ability to communicate complex financial concepts clearly. If you are passionate about wealth management and have a proven track record in managing portfolios for high net worth clients, we encourage you to apply.
This job is provided by Shine.com
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