Investment Portfolio Manager

2 semanas atrás

Laguna, Brasil Metrobank Tempo inteiro

Financial Markets - Investment Specialist

Job Summary:

  • Responsible for the growth of investment assets, sales volumes, and profitability of high net worth clients handled.
  • Services customer's day-to-day investment requirements such as, but not limited to time deposits, foreign exchange, fixed income, and other alternative investment products.
  • Implements business strategies to increase client base, improve customer service and relations, and enhance investment portfolio performance.

Key Responsibilities:

  • Develop and execute investment plans to meet client objectives.
  • Provide expert advice on investment products and services.
  • Build and maintain strong relationships with high net worth clients.

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