Responsibities:
· Formulate and implement comprehensive investment strategies based on client risk profiles, financial goals, and market conditions.
· Conduct thorough market research and analysis to identify potential investment opportunities and risks.
· Manage and oversee client portfolios, ensuring alignment with their financial objectives and risk tolerance.
· Regularly review and rebalance portfolios to optimize asset allocation and maintain adherence to investment policies.
· Provide timely and insightful communication to clients regarding portfolio performance, market trends, and any recommended adjustments.
· Assess and monitor the risk exposure of client portfolios, making proactive adjustments to mitigate potential risks.
· Collaborate with compliance teams to ensure adherence to regulatory guidelines and industry best practices.
· Analyze investment performance metrics and generate detailed reports for clients, summarizing portfolio returns, asset allocation, and overall financial health.
· Conduct regular performance reviews, providing clients with clear insights into their investment outcomes and addressing any concerns or questions they may have.
· Participate in client meetings and presentations to discuss portfolio performance, investment strategies, and market outlook.
Requirements:
· Diploma holder and above
· Communication and Interpersonal Skills
· Analytical and Problem-Solving Abilities
· Individuals with a strong desire to learn and grow.
· Excellent communication skills and the ability to work effectively in a team.
Interested applicants, please write in through Jobsbank with detailed resume in MS Words format
EA License Number: 23C1730
Please Provide:
1) Availability
2) Current/ Expected salary
3) Reasons for leaving previous employments
We regret that only shortlisted candidates will be notified.
