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
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Management Developm...
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