Portfolio consultant

Acerca de nuestro cliente

The employer is one of the biggest organization operating in the financial services sector, private investing and wealth management. They are known for their robust industry presence and commitment to delivering exceptional value to their clients.

Descripción

• Assess and manage investment portfolios to align with client objectives.
• Analyse financial data and market trends to provide actionable insights.
• Develop strategies to optimise portfolio performance and mitigate risks.
• Prepare detailed reports and presentations for stakeholders.
• Collaborate closely with the accounting and finance team to ensure compliance with regulations.
• Conduct periodic reviews to evaluate portfolio performance.
• Address client queries and provide continuous portfolio management support.
• Maintain up-to-date knowledge of the financial services industry.

Perfil buscado (h / m)

A successful Portfolio Consultant should have :

Qué Ofrecemos

COP 6.500.000

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