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Portfolio Investment Manager
2 weeks ago
This role is a key member of our wealth management team responsible for delivering client-focused solutions. The specialist will manage and service high-net-worth client investment portfolios.
- Manage and service high-net-worth client investment portfolios by conducting regular portfolio reviews and providing tailored investment advice aligned with clients' goals.
- Collaborate with senior managers to support advisory services, prepare financial analysis reports, and monitor market trends to identify opportunities and risks.
- Coordinate with internal stakeholders to execute investment strategies and client requests, participate in investment meetings and training sessions with fund managers and product teams.
- Deliver innovative client-focused solutions to manage and service high-net-worth client investment portfolios.
- Conduct regular portfolio reviews and provide tailored investment advice aligned with clients' goals.
- Collaborate with senior managers to support advisory services and prepare financial analysis reports.
- Monitor market trends to identify opportunities and risks and coordinate with internal stakeholders to execute investment strategies and client requests.
Maintain compliance with regulatory requirements and stay up-to-date with industry developments through ongoing professional development opportunities.
