Job description
Key Responsibilities:
- Understanding clients' financial needs, goals, and risk appetite
• Analyzing portfolios to identify opportunities for asset al
location 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
