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Portfolio Management Specialist
1 week ago
We are seeking a highly skilled Portfolio Management Specialist to join our team at Ascending Wealth Solutions LLP. As a key member of our team, you will be responsible for managing client relationships, developing and implementing financial plans, and providing portfolio management services.
In this role, you will conduct financial analyses, prepare and present financial reports, and offer tailored investment advice to clients. You will work closely with clients to understand their financial needs and provide personalized solutions to meet those needs.
To be successful in this role, you should possess excellent communication and interpersonal skills, as well as strong analytical and problem-solving skills. Experience in portfolio management and financial planning is essential, as is proficiency in preparing and presenting financial reports.
We are looking for a highly motivated and detail-oriented individual who can work independently and as part of a team. The successful candidate will have a Bachelor's degree in Finance, Economics, Business Administration, or a related field, and a minimum of 3-5 years of experience in a similar role.
