Investment Portfolio Manager
2 weeks ago
Job Title: Portfolio Manager
About the Role:
Desvelado Advisory Private Limited is seeking a skilled Portfolio Manager to assess clients' risk tolerance and develop investment portfolios that maximize their financial gains. The ideal candidate will have a strong understanding of investment strategies and risk management, and will be able to craft investment packages and manage client expectations to achieve their overall objectives.
Key Responsibilities:
- Assess clients' risk tolerance and develop investment portfolios that maximize their financial gains
- Craft investment packages and manage client expectations to achieve their overall objectives
- Work directly with clients to understand investment opportunities and set client expectations
- Manage equity and bond portfolios to maximize investment returns and minimize risk
- Communicate with clients about their accounts, market conditions, and economic trends
Requirements:
- 2-5 years of experience as a Portfolio Manager or Executive
- Strong understanding of investment strategies and risk management
- Excellent verbal and written communication skills
- Strong analytical and problem-solving skills
- Masters degree in business, finance, investment, or a related field
About Us:
Desvelado Advisory Private Limited is a leading financial advisory firm that provides personalized investment solutions to our clients. We are committed to helping our clients achieve their financial goals through our expertise and experience.
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