Portfolio Specialist

7 days ago


Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

Aquarius Specialist Recruitment is recruiting a Portfolio Specialist to join our client's distribution team. This role requires a high level of investment expertise, excellent communication skills, and the ability to work collaboratively with internal stakeholders.

Main Responsibilities:
  1. Develop and implement tailored content strategies to meet client needs.
  2. Ensure all client-facing materials align with the firm's investment philosophy and objectives.
  3. Collaborate with cross-functional teams to drive business growth and deliver exceptional services to clients.
  4. Stay informed about market trends and economic developments to provide valuable guidance to clients.
Requirements:
  • Excellent communication and presentation skills.
  • Strong analytical and problem-solving skills.
  • Ability to work independently and as part of a team.
  • A bachelor's degree in Finance, Economics, Business, or a related field; CFA designation is preferred.

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