Portfolio Manager

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 Managers 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