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Key Responsibilities: 1. Manage investment portfolios for clients, ensuring alignment with their investment objectives and risk tolerance. 2. Conduct thorough analysis of market trends, economic conditions, and security-specific research to inform investment decisions. 3. Develop and implement investment strategies to achieve client goals. 4. Monitor and adjust portfolios as needed to ensure optimal performance. 5. Collaborate with internal teams, including research, trading, and operations. 6. Communicate with clients to understand their investment objectives, risk tolerance, and financial goals. 7. Prepare and present portfolio performance reports to clients. 8. Stay up-to-date with industry trends, regulatory changes, and market developments.
Date Posted: 05 April 2025
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