Posted by
Posted in
Banking & Finance
Job Code
1707851

Key Responsibilities:
- Understanding clients' financial needs, goals, and risk appetite
- Analyzing portfolios to identify opportunities for asset allocation and diversification
- Designing investment strategies aligned with client objectives and investment horizons
- Recommending suitable investment solutions based on client profiles
- Supporting wealth, insurance, and tax planning initiatives
Requirements:
- Minimum 2 years of experience in Portfolio Management with a Bank or Wealth Management firm
- Strong understanding of investment products and portfolio advisory
- MBA (Finance) and/or CFP/CFA preferred
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Posted by
Posted in
Banking & Finance
Job Code
1707851