PM (Wealth/Trading)

We are seeking an experienced professional with expertise in Capital Markets, Investment Banking, Brokerage Services, Wealth Management, Asset Management, Stock Trading, and Forex Trading. The ideal candidate will be responsible for managing client portfolios, providing investment solutions, analyzing market opportunities, and supporting business growth while ensuring regulatory compliance and service excellence.

Requirements

5+ years of experience in Capital Markets, Investment Banking, Brokerage Services, Wealth Management, Asset Management, Stock Trading, or Forex Trading.Strong understanding of financial markets, investment products, and portfolio management.Experience managing high-net-worth individuals (HNWIs), institutional, or corporate clients.Proven ability to build and maintain strong client relationships.Experience in investment advisory, trading operations, and wealth management services.Strong analytical, problem-solving, and decision-making skills.Knowledge of financial regulations and compliance requirements.Excellent communication, presentation, and stakeholder management skills.Ability to identify investment opportunities and market trends.Experience working in a fast-paced financial services environment.

Qualifications

Bachelor's degree in Finance, Economics, Business Administration, Accounting, or a related field.Master's degree (MBA, Finance, or equivalent) preferred.Professional certifications such as CFA, FRM, CISI, or equivalent will be an added advantage.Strong knowledge of Capital Markets, Investment Banking, Wealth Management, Brokerage Operations, and Trading Platforms.Excellent organizational skills, attention to detail, and client-focused approach.Ability to work under pressure and manage multiple priorities effectively.