Associate Portfolio Manager
2 months ago
About the Role:
We are seeking a highly motivated and detail-oriented Associate Portfolio Manager to join our team at BestForexBonus. As an Associate Portfolio Manager, you will play a key role in supporting our Portfolio Manager with client interactions and follow-up processes.
Key Responsibilities:
- Client Support: Provide exceptional support to our Portfolio Manager with client interactions and follow-up processes, ensuring timely and effective communication.
- Relationship Building: Build and maintain strong relationships with clients, delivering a top-notch client experience and ensuring their needs are met.
- Onboarding: Assist in onboarding clients to our Questwealth Portfolios, ensuring a seamless and efficient process.
- Customer Analysis: Assist the Portfolio Manager in collecting and analyzing customer information to determine suitability, providing valuable insights to inform investment decisions.
- Trade Support: Assist in preparing daily trades, ensuring accuracy and efficiency in our investment processes.
- Suitability Assessment: Assist in conducting suitability assessments, ensuring that our clients' investment goals and risk tolerance are aligned with our investment strategies.
- Market Knowledge: Gain expert knowledge of the capital markets and trading, staying up-to-date on market trends and developments.
- Performance Calculations: Assist in conducting performance calculations, providing valuable insights to inform investment decisions.
- Business Development: Participate in ad hoc growth and business development projects and initiatives, contributing to the growth and success of our company.
Requirements:
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment
- Strong attention to detail and organizational skills
- Ability to learn and adapt quickly
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