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(₹ 100 CR & ABOVE)

Holistic & unbiased advice to protect & grow your wealth

Personalized succession plan crafted for an enduring legacy

Rich insights to govern the functioning of your family's affairs

Impact driven solutions to support the causes you care about

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(₹ 5 CR TO ₹ 100 CR)

Independent and impartial advice tailored to your needs

Ensuring seamless migration of your wealth

Helping you navigate the complexities of giving

Access to trusted insights and your wealth 24x7

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*Kindly note that this form does not operate as a job portal, and the HR Team will not receive information regarding your candidature
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Offices

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

18B106, 18th Floor, Berger Delhi One, Sector 16B, Noida - 201301

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

Bengaluru

Level 5, No. 501, Prestige Garnet, 36, Ulsoor Road, Bengaluru – 560042

SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

Chennai

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001

SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa

1-111, Raheja Woods 8, Central Avenue, Kalyani Nagar, Pune, MH 411006

Kolkata

916, PS Arcadia, Level 9, 4A, Camac Street, Kolkata 700016

Portfolio Manager - Client Coverage

Location: Mumbai and Delhi-NCR | Experience: 5 to 8 years

Objective of the role

The role involves analyzing and managing client investment portfolios, working collaboratively with wealth advisors, investment teams and clients to develop and implement investment strategies that align with the clients' financial goals and risk tolerance.

Roles and responsibilities

  • Analyzing client investment portfolios including keeping track of portfolio performance, risk assessment and identifying areas to maximize client’s financial goals and objectives.
  • Assisting Relationship Managers in managing client relationships, including dealing with the family office staff of the clients, assisting investment team with client deliverables, setting up meetings/ calls with clients, third party product manufacturers etc.
  • Working closely with the Advisory team to understand and disseminate the Advisory put out by the team for portfolio management across all asset classes. Work collaboratively with Products & Research team to discuss investment ideas, client feedback.
  • Liaisoning with various internal departments involved in managing client portfolios/ relationships.
  • Managing and meeting client expectations and objectives as described in the engagement letter and scope of services.
  • Identifying and expanding the scope of work of the relationship based on clients’ needs.
  • Providing regular reports on client portfolio, any other deliverable based on need. Synthesizing results of analyses into customized, audience-appropriate reports and presentation materials.
  • Providing solutions to clients beyond investments and wealth management, in areas such as, Philanthropy, Succession Planning including Trust and estate planning, family constitution, mentoring the next generation, providing education roadmaps, designing and implementation of stand operation procedures at the client’s office, recruiting talent for the client family office, etc.
  • Actively learning continuously, staying abreast of industry developments, market trends, participating in special projects and strategic department initiatives.

Attributes required / preferred skills

  • Excellent analytical skills.
  • Strong communication skills. Good interpersonal skills.
  • Hands-on experience in Microsoft office - powerpoint, excel and word. Ability to learn and use custom applications and systems.
  • Ability to multi-task, deliver high quality service.
  • Ability to work in a team environment, fast-paced deadline-oriented environment.
  • Good coordination skills – ability to deal and interact with all departments and all types of personalities.
  • Ability to prioritize. Organization and planning skills.
To Apply, email us at [email protected]
Contact Us

Your legacy awaits



Topic of Enquiry*:



How did you discover Waterfield?









arrow arrow
*Kindly note that this form does not operate as a job portal, and the HR Team will not receive information regarding your candidature
Follow Us
linkedin youtube twitter instagram
Follow Us
linkedin youtube twitter instagram
Offices

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

18B106, 18th Floor, Berger Delhi One, Sector 16B, Noida - 201301

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

Bengaluru

Level 5, No. 501, Prestige Garnet, 36, Ulsoor Road, Bengaluru – 560042

SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

Chennai

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001

SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa

1-111, Raheja Woods 8, Central Avenue, Kalyani Nagar, Pune, MH 411006

Kolkata

916, PS Arcadia, Level 9, 4A, Camac Street, Kolkata 700016

Gujarat

GA-04, Block15, Ground Floor, Pragya Accelerator, Rd 1C, Gift City, Gandhinagar - 382355, Gujarat