Responsibilities for Portfolio Manager
- Provide client consultation to develop investment objectives
- Provide advice and guidance for investment opportunities to customers
- Create reports on investment performance and activity
- Communicate with clients about their accounts, market conditions and economic trends
- Manage equity and bond portfolios with the aim of maximizing investment returns
- Commensurate acceptable levels of risk based on client instructions
- Handle financial products as required
- Work together with investment research teams to identify investment opportunities
Qualifications for Portfolio Manager
- Bachelor OR Master's degree in business, finance, investment or a related field preferred
- Proven experience in investment and financial assets management as an analyst or assistant manager in a financial institution environment
- Strong understanding of investment strategies and risk management
- Excellent verbal and written communication skills
- Strong analytical and problem-solving skills
- High interest in and enthusiastic about economic and financial market trends
