We are looking for a Portfolio Manager who will assess our clients’ risk tolerance and perform significant market research to develop portfolios that maximize their financial gains.
A Portfolio Manager’s responsibilities include crafting investment packages and managing client expectations and transactions to achieve our clients’ overall objectives.
Ultimately, you will work directly with clients to help them understand investment opportunities by setting client expectations, overseeing transactions and helping them reach their goals.
Responsibilities
- Provide client consultation to develop investment objectives
- Provide advice and guidance for investment opportunities to customers
- Create reports on investment performance and activity
- Communicate with clients about their accounts, market conditions and economic trends
- Manage equity and bond portfolios to maximize investment returns
- Commensurate acceptable levels of risk based on client instructions