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Investment Services Associate
1 week ago
We are seeking a skilled and experienced Asset Management Specialist to join our team at Altus Advisory. In this role, you will be responsible for managing the financial assets of our clients.
Key Responsibilities:- To manage and grow clients' financial assets.
- To develop and implement asset allocation strategies.
- To monitor and review clients' investments.
- To provide expert advice on investment planning.
- To prepare and interpret financial documents.
- A competitive salary package.
- Quarterly performance bonuses.
- Free qualifications training provided.
- A welcome bonus upon confirmation.
- Professional development and career advancement opportunities.
- Generous retirement contributions and pension plan.
- Incentive trips opportunities.