5 Planet i Realty Jobs
Portfolio Manager
Planet i Realty
posted 4mon ago
The Portfolio Manager is responsible for managing investment portfolios to achieve financial goals and objectives.
This role involves conducting market research, developing investment strategies, selecting appropriate investments, and monitoring portfolio performance.
The Portfolio Manager will work closely with clients, stakeholders, and investment professionals to ensure the portfolio aligns with investment objectives and risk tolerance.
Key Responsibilities:
1: Portfolio Management:Develop and implement investment strategies to achieve specific financial goals and objectives.
2: Construct and manage investment portfolios, including asset allocation, security selection, and risk management.
3: ontinuously monitor and adjust portfolios to optimize performance and manage risk.
4: Investment Analysis:Conduct comprehensive market research and analysis to identify investment opportunities and trends.
5: Evaluate potential investments, including stocks, bonds, mutual funds, real estate, and alternative assets.
6: Assess the risk-return profiles of investments and make recommendations accordingly.
7: Client Relationship Management:Communicate with clients to understand their financial goals, risk tolerance, and investment preferences.
8: Provide personalized investment advice and recommendations based on client needs.
9: Build and maintain strong client relationships, ensuring satisfaction and trust.
Employment Type: Full Time, Permanent
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