
Financial Portfolio Specialist
17 hours ago
We are seeking a skilled financial analyst to join our wealth management team.
The ideal candidate will have prior experience in managing client portfolios and conducting research on investment products.
Key Responsibilities- Develop comprehensive financial plans tailored to client goals, risk profiles, and investment preferences.
- Support portfolio construction, asset allocation, periodic rebalancing, and investment selection.
- Conduct thorough research and comparative analysis across wealth management products.
- Track and report on market trends, economic developments, and regulatory updates.
- Provide regular updates on investment performance and market insights to clients.
- Coordinate client meetings and manage operational requirements.
- 1-2 years of experience in wealth management, private banking, or financial advisory.
- Familiarity with financial markets, investment products, and portfolio management strategies.
- Strong analytical and research skills, proficiency in Excel, PowerPoint, and financial tools.
- Excellent communication and keen learning attitude.
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