Investment Portfolio Manager
1 day ago
The Recruitment Council is seeking an experienced Investment Portfolio Manager to oversee the management of high-net-worth clients' portfolios. This role requires a deep understanding of investments, risk management, and business acumen to develop and implement comprehensive wealth plans.
Responsibilities:
- Develop and implement tailored investment strategies that align with clients' financial goals.
- Manage and grow a portfolio of high-net-worth clients through exceptional relationship-building and proactive management.
- Regularly review client needs to ensure alignment with their evolving financial objectives.
- Maintain compliance with all regulatory requirements.
- Collaborate with internal teams to enhance client services.
- Optimize practice operations to achieve business efficiency and client satisfaction.
Qualifications:
- Bachelor's degree (CFP designation preferred).
Experience:
- At least 3 years in investment and insurance sectors.
Estimated Salary: $180,000 - $250,000 per annum,
Essential Skills:
- Strong understanding of investments and products
- Excellent communication and time management
- Ability to manage a financial practice within a large organization
- Client-centric and proactive
- Familiarity with regulatory and compliance requirements
- Strong analytical skills and experience in FUA management
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