Investment Portfolio Manager
22 hours ago
Prominence HR is seeking a skilled Investment Management Trainee to join their team.
The Role
You will be responsible for:
- Assessing clients' risk tolerance, investment goals, and return expectations to propose tailored investment solutions.
- Analyzing investment portfolios to identify opportunities for asset reallocation and optimization.
- Developing and implementing investment policies based on market trends and client needs.
- Ensuring compliance with internal guidelines and regulatory requirements.
- Investing client capital in line with their risk profile and investment objectives to maximize returns.
- Managing asset allocation and positions to achieve optimal portfolio performance.
- Enhancing portfolio value through strategic investment decisions.
- Participating in account reviews and delivering client presentations to communicate investment strategies and results.
Ideal Candidate
Requirements:
- Relevant degree or diploma in a field such as finance, economics, or business.
- Ability to adapt to changing environments and prioritize multiple stakeholders.
- Strong networking and relationship-building skills.
What We Offer
- Leadership opportunities for career growth.
- Flexible working arrangements to balance work and life.
- Chance to make a positive impact in the financial industry.
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