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Investment Planning Manager
1 week ago
We are seeking an experienced Investment Planning Manager to join our team. As a key member of our wealth management team, you will be responsible for providing high-quality investment advice to clients. Your primary focus will be on creating comprehensive investment plans that meet the unique needs of each client.
Key Responsibilities:- Developing and implementing customized investment strategies for individual and institutional clients
- Conducting thorough research and analysis to identify potential investment opportunities
- Maintaining accurate records of client interactions and portfolio performance