Description

You will manage client assets based on specific investment preferences and goals.

Responsibilities

• Assess client asset status, needs, risks, and progress through regular meetings.
• Develop, organize, and maintain client portfolios while studying market trends.
• Prepare financial statements, business activity reports, and forecasts.
• Compile and present asset management reports to clients and senior executives.
• Review financial reports to identify cost reduction opportunities and ensure legal compliance.

Required Skills

• 5+ years of experience in asset management or financial services.
• Experience developing and maintaining client portfolios.
• Ability to analyze market trends to identify investment opportunities.
• Proficiency in preparing financial statements and business activity reports.
• Experience with financial reporting and budgeting supervision.
• Competency in assessing financials for legal compliance.
• Ability to coordinate with external third parties and brokers.

Preferred Skills

• Experience supervising employees assisting with financial reporting and budgeting.
• Any graduate degree.

Key Skills

Education

ANY GRADUATE