Job Description

Key Responsibilities

Engage prospective investors to assess investment objectives, time horizons, and risk considerations

* Support business growth initiatives through structured and professional client engagement

* Contribute to portfolio construction discussions across asset classes including equities, funds, options, and diversified strategies

* Prepare and deliver investment-related materials such as portfolio summaries, strategy presentations, and market updates

* Track and analyze market developments and asset-class performance to support portfolio positioning

* Work closely with senior managers on investment discussions, solution execution, and business planning activities

Progressively take on management-related responsibilities, including coordination of tasks, peer support, and involvement in team development initiatives Onboarding of new client for individual and business growth

Management Developm...

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