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Elite Portfolio Strategist
2 weeks ago
We are seeking a seasoned Portfolio Director to lead our Premier Elite portfolio.
The ideal candidate will possess a high-calibre professional with strong leadership skills to oversee the Premier Elite portfolio.
Key Responsibilities:
- Manage client relationships, requiring professionalism and expert understanding of financial planning and wealth products.
- Develop and retain key relationships with top-tier clients.
- Build trusting relationships with existing and potential clients, help them articulate their needs, and deliver to exceed expectations.
- Understand clients' short and long-term goals and use deep market knowledge to educate clients and provide financial advice.
- Review the portfolio regularly to identify opportunities for growth and success.
- Meet local and global compliance requirements, maintain operational integrity, and adhere to our Business Principles and Values.
- Accountable for the performance of their portfolio and ensure it is effectively run within our Target Business Model.
Qualifications:
- Strong academic qualifications and over 5 years of work experience in Wealth Management with a proven track record of managing clients' portfolios.
- Strong understanding of financial markets and investment products.
- Excellent interpersonal relationship skills to collaborate with stakeholders to meet the needs of clients.
- Highly driven and able to succeed within a challenging environment.
- Outgoing disposition with good communication and interpersonal skills.
- Down-to-earth and resilient individual with an entrepreneurial mindset.
