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Property wealth executive
1 week ago
- Generatingan investment policy statement, outlining our clients'investment objectives.
- Constructing successfulinvestment portfolios informed by market conditions and economictrends.
- Buying and selling securities in clientaccounts to maintain a specific investment strategy, or to reach aninvestment objective.
- Determining acceptablerisk levels for clients based on time frames, risk preferences,return expectations, and marketconditions.
- Maintaining new and existing clientrelationships, including informing clients of market conditions,updating them on investment research and economic trends, andmeeting with them to discuss their portfolio performance andinvestment objectives.
- Evaluating theperformance of investment portfolios and ensuring compliance withstandards provided by regulatory organizations, includingconformance with investor disclosures, privacy laws, anti-moneylaundering requirements, and anti-fraudmeasures.
- Prospecting for newclients.
- Staying up to date with relevantinvestment and trading news, and economictrends.
Management,Portfolio
Employment Type : Full-time
Department / Functional Area: Finance
Experience: years
Gender: Male
Vacancy: 1