Job Description

To join the company, we are looking for independent Portfolio Managers. The main point of contact with the client is the portfolio manager. They will be extremely well-versed in complex wealth management techniques and investment tactics. The ideal applicant will have substantial experience in impact/mission-related investing. The portfolio manager is in charge of fostering the growth of new client relationships while also preserving the current ones. Managing the client’s wealth management services delivery is one of the responsibilities. This will entail working in coordination with the customer’s other advisors and keeping up constant communication with the client. A group of client support staff, including analysts and administrators, will also be under the direction of this job as they provide investment management, tax, financial planning, and other important financial services.

Job Title : First Shift Portfolio Manager
Location : Sharjah, Sharjah, United Arab Emirates
Salary : $ 36.89 per hour.
Company : Brunswick Corporation
Job Type : Full-Time

Qualifications:

• Work closely with clients and tax experts to master income tax planning and cooperate with them.
• To create an investment and financial strategy based on goals, you must gain understanding about the client’s whole financial and family circumstances.
• Knowledgeable in determining client investing goals, such as risk level, asset allocation, and liquidity needs.
• Insights on the main contributors and critics are developed for clients by tracking management performance against benchmarks.
• You need the client’s trust and confidence before you can effectively address and resolve their financial concerns.
• Personal financial, tax, and estate planning advice from licensed professionals.
• Provide guidance to individuals and family foundations to assist them realize their impact/mission investment goals.
• Possess the ability to consult with clients on estate planning and work together with internal and external resources to help them achieve their objectives.
• Ensure asset allocation is in line with quarterly policy and goals; assess whether or not a rebalancing is necessary.
• With each client, creates an investment policy statement (IPS) based on their goals, objectives, and risk tolerance.

Skills:

• A Master’s degree or its foreign equivalent in an area linked to investments, finance, law, accounting/tax, economics, or business administration, and/or 15 years of relevant work experience; or an equivalent combination of education and work experience.
• Services in the financial sector, including risk management, subprime lending, portfolio analysis, etc.
• competent in data architecture, mining, and integration.
• able to clearly and concisely convey ideas in both written and verbal forms.
• To be successful in wealth management, one must have an in-depth understanding of all products, services, and processes associated with the field.

How to Apply

وظائف شاغرة

Job Categories: Portfolio Manager. Job Types: Full-Time.

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