Client Portfolio Manager
3 days ago
Flexible working options
Opportunity to make a positive impact
A role that offers a breadth of learning opportunities
Our Client are a team of driven and passionate individuals who finds joy in helping individual and families to address their concerns of dying too soon, outliving their income and assets, and avoid inevitable hazard along the way such as unemployment, illness an disability.
The Job
**You will be responsible for**:
Acquiring and managing relationships with corporate and institutional clients in your area of focus to achieve sales targets and business objectives.
Developing strong internal relationships to optimise service delivery and ensure all practices are in line with internal guidelines and statutory requirements.
Investing client capital in line with their investment objectives and risk profile to achieve maximum returns on their investments.
Managing asset allocation and positions.
Portfolio optimisation and enhancement.
Participating in account reviews & preparing and delivering client presentations.
No experience needed
You are a strong networker & relationship builder
You are a strong mentor and coach who can build high performing teams
You are highly goal driven and work well in fast paced environments
**Ref**: SX70I39CM3
Not Specified
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