drjobs
Asset Management – Consultant
drjobs
Asset Management –....
drjobs Asset Management – Consultant

Asset Management – Consultant

drjobs 2 - 2 years
drjobs Not Disclosed
drjobs 1 Vacancy
drjobs

Job Alert

You will be updated with latest job alerts via email
Valid email field required
drjobsJob Saved drjobsSave This Job drjobsSave This Job
drjobs drjobs
Job Applicants : No applicants
drjobs

Job Alert

You will be updated with latest job alerts via email

Valid email field required
Asset Management – Consultant
drjobs drjobs

Job Description

Req ID : 1648868

Responsibilities:

  • Working with clients to identify their unique investment goals.
  • Formulating investment strategies based on client goals.
  • Issuing client documents, including monthly or yearly portfolio reports.
  • Managing client documents for tax reporting.
  • Suggesting investment products based on client needs.

Company Industry

Construction / Civil Engineering

Department / Functional Area

Corporate Planning / Consulting / Strategy

Key Skills

Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.