Strategic Investment Leader
2 days ago
About the Position:
- Deliver superior client service and establish strong relationships with high net worth clients.
- Develop and execute comprehensive investment strategies, creating tailored portfolios that meet each client's unique needs and goals.
- Prepare and finalize investment advisory proposals, ensuring all necessary documentation is accurate and up-to-date.
- Collaborate with internal stakeholders to ensure seamless execution of investment plans.
- Portfolio management: Fixed income & equities, focusing on maximizing returns while minimizing risk.
- Conduct thorough market research, staying informed about industry trends and regulatory changes.
Key Responsibilities:
- Present investment recommendations to senior management and clients.
- Ensure timely delivery of all proposals and agreements to clients.
- Maintain accurate records and reports, providing regular updates to stakeholders.
Requirements:
- CFA Qualified or equivalent experience.
- Strong understanding of investment products, including fixed income and equities.
- Excellent communication and interpersonal skills.
- Ability to work effectively in a fast-paced environment.
Benefits and Opportunities:
- Pursue long-term career growth opportunities within our organization.
- Develop expertise in a dynamic and innovative field.
- Enjoy a competitive compensation package.
What We Offer:
- Dynamic work environment.
- Opportunities for professional growth and development.
- Competitive compensation package.
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