Job Description

We are searching for talented individuals interested in the role of Portfolio Manager. Clients should feel comfortable communicating directly with the Portfolio Manager. A thorough and in-depth knowledge of cutting-edge wealth management practices and investment strategies will be at their disposal. A strong background in impact/mission-related investing is required for this position. The Portfolio Manager is in charge of maintaining existing client relationships and leading the charge in the creation of new ones. In this role, you’ll be responsible for overseeing the delivery of wealth management services to your clientele. The advisor’s duties will include keeping in touch with the client on a regular basis and working closely with any other advisors the client may have. This position also involves managing a group of analysts and administrators who assist clients with financial services such as investment management, tax preparation, and financial planning.

Job Title : Portfolio Manager 2nd Shift
Location : Al Dhaid, Sharjah, United Arab Emirates
Salary : $ 35.83 per hour.
Company : Wells Fargo & Company
Job Type : Full-Time

Qualifications:

• By comparing manager performance to benchmarks, you can gain insights for clients regarding the major drivers and detractors of manager performance.
• The ability to talk about estate planning and work together with internal and external resources is crucial for achieving the client’s estate planning goals.
• Building a customer’s trust and confidence is crucial for finding creative solutions to their financial problems.
• Develop an understanding of the client’s whole financial and family status and be able to develop an investment and financial strategy based on goals.
• working together with each client to draft an investment policy statement (IPS) that takes into account their specific goals, needs, and level of comfort with taking on risk.
• Make recommendations to individuals and family foundations to help them achieve their mission/impact investment goals.
• Ensure asset allocation is in line with quarterly policy and goals; assess whether or not a rebalancing is necessary.
• Personal financial, tax, and estate planning advice from licensed professionals.
• the ability to ascertain client investing objectives by considering factors such as risk tolerance, desired asset allocation, and required level of liquidity.
• Learn to communicate with your client’s tax advisors and understand their needs.

Skills:

• 15 years of relevant experience and/or a master’s degree in a related discipline (investments, finance, law, accounting/tax, economics, business administration), or an equivalent combination of education and experience.
• Skilled in data architecture, data mining, and data integration.
• Must possess a profound understanding of wealth management’s entire spectrum of investment skills, as well as any related processes, services, and products.
• knowledge of risk management, subprime lending, portfolio analysis, etc. in the financial services industry.
• able to explain concepts in both written and oral form effectively and succinctly.

How to Apply

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

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