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Financial Portfolio Manager
2 weeks ago
Job Overview:
We are seeking a seasoned professional to lead our wealth management team. This role requires a strong background in investment and the ability to provide personalized portfolio advice to clients, helping them achieve their financial goals.
Responsibilities:
- Develop and maintain relationships with clients to understand their financial objectives and risk tolerance.
- Provide tailored investment advice and recommendations based on individual client needs and circumstances.
- Manage clients' investment portfolios and monitor performance, making adjustments as necessary to align with their goals and risk tolerance.
- Conduct market research and analysis to identify investment opportunities and risks.
- Stay up-to-date with market trends and news, providing regular updates to clients.
- Identify and pursue new business opportunities, generating new revenue streams.
KPIs:
- Achieve and exceed sales targets to drive revenue growth.
- Increase client retention and satisfaction by providing high-quality investment advice and personalized service.
- Expand client base through referrals, networking, and other sales activities.
- Grow assets under management by effectively managing clients' investment portfolios and growing their wealth.
- Maintain profitability by balancing revenue growth with cost management.
Requirements:
- 10+ years of experience as an Investment Manager in the finance industry.
- Proven track record of generating and maintaining a client base and achieving sales targets.
- Strong understanding of financial markets, investment products, and portfolio management strategies.
- Excellent communication and interpersonal skills, building strong relationships with clients and colleagues.
- Ability to work independently, managing multiple priorities and deadlines.
Benefits:
- Competitive salary and bonus structure.
- Opportunities for career advancement and professional growth.
- Beneficial employee perks and programs.
