
Equity Investment Manager
6 days ago
Job Title: Equity Investment Manager
As an Equity Investment Manager, you will be responsible for actively managing client relationships and achieving target active Assets Under Management (AUM). You will identify customer needs, assess their risk appetite, and provide investment options.
The ideal candidate will be responsible for new client acquisition, providing regular updates on market changes and portfolio adjustments, and ensuring healthy revenues without compromising client profitability. They will also have a clear focus on client mining, conducting regular client meetings, and updating the meeting tracker. Additionally, they will strive to maximize the reach of investment ideas and stock calls initiated.
To succeed in this role, you must keep abreast of market news, financial trends, and current affairs. Attend post-result conference calls and analyst meets to enhance client servicing.
Required Skills and Qualifications:
- Strong understanding of financial markets and instruments
- Excellent communication and interpersonal skills
- Able to analyze complex financial data and make informed decisions
- Proven track record of successful client relationship management
- Familiarity with market research tools and techniques
Benefits:
- Opportunity to work with a dynamic team
- Professional growth and development opportunities
- Competitive salary and benefits package
Others:
- Must be able to work in a fast-paced environment
- Ability to travel occasionally may be required
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