Asset Management Consultant

hace 4 días

Cupey Barrio, Puerto Rico Buscojobs Puerto Rico A tiempo completo

Buscojobs Puerto Rico is seeking an experienced Investment Officer to join our team. As an Investment Officer, you will be responsible for managing investment portfolios and providing expert guidance to our clients.

Your primary objective will be to optimize our clients' investment portfolios for maximum returns while minimizing risk. To achieve this, you will need to stay up-to-date with industry best practices and regulations, as well as collaborate with internal teams to deliver seamless service.

The successful candidate will have a bachelor's degree in Finance, Economics, or a related field, as well as prior experience in an investment consulting role. Familiarity with financial products such as mutual funds, CITs, ETFs, stocks, and bonds is essential.

You will also need to possess excellent communication and interpersonal skills, allowing you to present complex financial concepts to our clients in a clear and concise manner. Strong analytical and problem-solving skills are also a must.

Key Accountabilities:
  • Manage investment portfolios to maximize returns and minimize risk
  • Provide expert guidance to clients on investment matters
  • Stay up-to-date with industry best practices and regulations
  • Collaborate with internal teams to deliver exceptional service

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    hace 4 días

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