Portfolio Performance Analyst
6 days ago
Deliver Exceptional Service to High-Net-Worth Clients
About The Role:
The Recruitment Council is seeking a highly motivated Portfolio Performance Analyst to join our team of financial professionals.
Key Responsibilities:
- Build strong relationships with clients through effective communication and engagement.
- Conduct thorough portfolio reviews and present financial performance updates to clients.
- Craft compelling proposals that meet clients' unique financial needs and goals.
- Provide comprehensive support to Wealth Managers, including meeting preparation, research, and report drafting.
- Stay up-to-date on financial products, strategies, and risk management solutions.
Requirements:
- Bachelor's degree in finance or a related field.
- 5+ years of experience in wealth management.
- Strong analytical and quantitative skills.
- Excellent communication and interpersonal abilities.
- Proficient in Microsoft Office Suite, Bloomberg, and/or Morningstar.
- Exceptional project management skills.
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