
Portfolio Management Specialist
2 days ago
We are seeking an experienced Senior Portfolio Manager to join our team.
This role involves providing high-quality investment advice and personalized service to clients, with the goal of helping them achieve their financial objectives.
The ideal candidate will have a strong background in the stock broking industry, with 10+ years of experience in wealth management.
Key responsibilities include developing and maintaining relationships with clients, providing tailored investment recommendations, managing client portfolios, conducting market research, and staying up-to-date with industry trends.
Requirements for the role include a proven track record of generating and maintaining a client base, excellent communication and interpersonal skills, and the ability to work independently and manage multiple priorities.
Familiarity with relevant regulations and compliance requirements is also essential.
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.
- Expand client base by generating new business through referrals, networking, and other sales activities.
- Increase assets under management (AUM) by effectively managing clients' investment portfolios and growing their wealth.
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Career Opportunities
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