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Financial Portfolio Manager
2 weeks ago
Job Overview:
We are seeking a seasoned wealth management professional to provide high-quality investment advice and portfolio management services.
This role involves developing and maintaining client relationships, understanding their financial goals, and tailoring investment strategies to meet their needs.
Key Responsibilities:
- Build and maintain strong relationships with clients through exceptional communication and interpersonal skills.
- Develop personalized investment plans based on clients' individual circumstances and risk tolerance.
- Manage clients' portfolios, monitor performance, and make adjustments as necessary to ensure alignment with their goals and risk tolerance.
- Conduct market research and analysis to identify investment opportunities and potential risks.
- Stay up-to-date with the latest market trends and news, providing regular updates and insights to clients.
- Identify and pursue new business opportunities to grow the client base.
- Develop and maintain a deep understanding of our products and services, effectively communicating them to clients.
- Collaborate with other departments to deliver high-quality, compliant services to clients.
- Meet or exceed sales targets and key performance indicators (KPIs).
Requirements:
- At least 10 years of experience in wealth management, preferably in the stock broking industry.
- Proven track record of building and maintaining a client base, achieving sales targets, and delivering exceptional results.
- Strong understanding of financial markets, investment products, and portfolio management strategies.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Ability to work independently, manage multiple priorities, and meet deadlines.
- Strong analytical and problem-solving skills, with the ability to identify and resolve complex investment issues.
- Familiarity with relevant regulations and compliance requirements.
- Bachelor's degree in finance, business, or a related field. Advanced degree or professional certification preferred.
KPIs:
- Achieve and exceed individual and team sales targets to drive revenue growth.
- Enhance client satisfaction by delivering high-quality investment advice and exceptional service.
- Expand the client base through referrals, networking, and sales activities.
- Grow assets under management (AUM) by effectively managing clients' portfolios and delivering tailored investment solutions.
- Meet or exceed profitability targets by balancing revenue growth with cost management.
- Maintain a high level of compliance with regulations and internal policies to protect clients' investments.
- Stay informed about the latest market trends and news to identify investment opportunities and mitigate potential risks.
- Engage with clients regularly, providing market updates and performance reports to enhance their investment experience.
- Optimize operational efficiency by leveraging tools and resources to manage clients' portfolios and generate reports.
- Foster a collaborative team environment by sharing knowledge and expertise with colleagues.
- Continuously improve skills and knowledge by staying current with industry trends, participating in training programs, and obtaining relevant certifications
