Fund Manager, Share Market

Roles and Responsibilities

• Manage client portfolios by analyzing their investment objectives, risk tolerance, and financial situation to provide personalized advice on asset allocation.
  
• Develop and implement investment strategies using various instruments such as equities, bonds, mutual funds, ETFs, AIFs, structured products, real estate, commodities etc.
  
• Conduct regular reviews of client portfolios to ensure alignment with their goals and adjust investment strategies accordingly.
  
• Provide guidance on tax planning and wealth management to optimize clients' overall financial well-being.
  
• Collaborate with other teams to identify new business opportunities through cross-selling of services.