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Investment Consultant, Portfolio Manager Specialist

Morgan Stanley · mumbai, India
portfolio managementasset allocationfinancial analysisclient interactioninvestment strategyexperienced

Job Description

The Portfolio Manager Specialist is responsible for developing and overseeing investment strategies and asset allocations for clients. This role involves supporting Financial Advisors, managing client interactions, and making asset allocation recommendations. Candidates should have strong financial industry knowledge and effective communication skills.

Qualifications

College degree or professional certification required; 10 or more years of relevant work experience preferred.

Skills Required

  • portfolio management
  • asset allocation
  • financial analysis
  • client interaction
  • investment strategy

Location

City: mumbai · Country: India