
Senior Investment Portfolio Specialist
6 hours ago
We are seeking an accomplished Portfolio Strategist with a strong background in stock broking to provide expert investment advice and manage client portfolios effectively.
Key Responsibilities:
Client Relationships:
- Develop and maintain long-term relationships with clients to understand their investment goals and risk tolerance.
- Provide personalized investment recommendations based on individual needs and circumstances.
Portfolio Management:
- Manage clients' investment portfolios and monitor performance, making adjustments as necessary to optimize returns.
- Conduct thorough market research and analysis to identify investment opportunities and mitigate risks.
New Business Development:
- Generate new business by identifying and pursuing new clients and opportunities.
Requirements:
- 10+ years of experience as a Portfolio Manager in the stock broking industry.
- Proven track record of generating and maintaining a client base and achieving sales targets.
- Strong understanding of financial markets, investment products, and portfolio management strategies.
KPIs:
- Achieve and exceed individual and team sales targets to drive revenue growth.
- Increase client retention and satisfaction by providing high-quality investment advice and personalized service.
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