Wealth Portfolio Strategist
4 weeks ago
At Enploy, we are seeking a highly skilled Wealth Portfolio Strategist to join our team. The successful candidate will be responsible for managing and optimizing investment portfolios, including evaluating new investment opportunities, conducting due diligence, and collaborating with internal and external stakeholders.
- Develop and implement investment strategies to achieve optimal portfolio performance.
- Conduct thorough market research and analysis to identify trends and investment opportunities.
- Collaborate with internal stakeholders to assess the viability of investment opportunities.
- Monitor and review investment portfolios to ensure alignment with client objectives.
Key Responsibilities:
- Oversee and manage a portfolio of high-net-worth clients.
- Provide personalized wealth management services, including investment strategy, asset allocation, and financial planning.
- Perform ongoing analysis and adjustments to optimize portfolio performance.
- Stay up-to-date on regulatory changes and ensure compliance with financial regulations.
Requirements:
- Minimum 7+ years of experience in investment analysis, portfolio management, or a related field.
- Demonstrated experience in managing investment portfolios and sourcing investment opportunities.
- Proven track record of conducting market research and analysis.
Education:
- CA / CFA (Chartered Financial Analyst) certification or progress towards certification.
- Master's degree in Finance, Economics, Accounting, or a related field.
- MBA (Finance) or equivalent degree.
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