
Portfolio Strategist
4 days ago
Job Title: Portfolio Strategist
We are seeking an experienced Portfolio Strategist to join our team. As a key member of our investment team, you will be responsible for providing expert advice on equity investments, market opportunities, and trading strategies to drive informed decision-making.
Key Responsibilities:
- Identify and acquire new clients for equity trading and investment services by building a strong network to generate leads and convert prospects into active clients.
- Facilitate seamless onboarding with proper documentation and compliance.
- Nurture long-term relationships with retail and high-net-worth individuals, understanding their financial goals, risk appetite, and investment needs to provide customized solutions.
- Conduct periodic portfolio reviews and suggest timely adjustments to ensure alignment with client objectives.
- Provide expert guidance on equity investments, market opportunities, and trading strategies to drive informed decision-making.
- Ensure accurate and timely execution of trades, maintaining high levels of customer satisfaction.
Required Skills and Qualifications:
- Bachelor's degree in Finance, Commerce, or Economics.
Benefits:
- Opportunity to work with a dynamic team of professionals.
- Competitive salary and benefits package.
- Professional growth and development opportunities.
Others:
- Strong analytical ability to interpret market trends and provide insights.
- Excellent communication and interpersonal skills.
- Proficiency in trading platforms and CRM tools.
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