
Financial Portfolio Strategist
5 days ago
Investment Portfolio Specialist
We are seeking a detail-oriented and analytical professional to manage financial and investment portfolios for corporate businesses and individual clients.
- Key Responsibilities:
- Manage and analyze financial and investment portfolios, identifying opportunities for growth and optimization.
- Analyze financial markets and investment funds, such as equities, ETFs, bonds, and unit trusts.
- Develop business strategies based on current market developments to grow clients' portfolios.
- Provide integrated financial solutions for clients through wealth preservation, partnership management, estate and business succession planning.
Required Skills and Qualifications:
- A bachelor's degree in finance, economics, or a related field.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a dynamic team.
- Familiarity with financial software and systems.
Benefits:
- Career advancement to senior executive and managerial roles.
- Work-life balance and flexible working hours.
- Comprehensive structured training program tailored to your needs.
- One-on-one mentorship provided.
- Supportive and collaborative team culture.
- Incentivized overseas trips.
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