Portfolio Manager

Key Responsibilities :

• Collection of client data and records and needs assessment (determining the client’s needs, goals, and expectations)
• Evaluation and analysis of the client’s current financial position
• Development and presentation of the financial analysis to the client
• Implementation of the financial recommendations
• Monitoring and tracking the financial goals and how it is performing
• Operation : Discuss with Client / Relationship manager on the transaction for the client and able to execute transaction online through transaction platform
• Review of Client Portfolio : Regular monitoring of Client portfolio and review it every quarter.
• Insurance : Prepare Insurance quotes for Client and review existing insurance policy.