Investment Portfolio Manager

hace 9 horas

San Juan, San Juan, Puerto Rico Buscojobs Puerto Rico A tiempo completo

About Buscojobs Puerto Rico:

We are a dynamic and innovative financial institution committed to delivering exceptional financial services and solutions to our customers and communities. Our team values diversity, innovation, and teamwork, and offers opportunities for professional growth and development.

Job Title: Investment Portfolio Manager

Description:

We are seeking a highly skilled Investment Portfolio Manager to join our team. As a key member of our team, you will be responsible for managing investment portfolios and developing financial strategies to help clients achieve their long-term goals.

Main Responsibilities:

  • Manage investment portfolios to ensure alignment with client objectives and risk tolerance.
  • Collaborate with cross-functional teams to provide integrated advice on financial products and services.
  • Develop and maintain relationships with clients to build trust and loyalty.

Requirements:

  • Bachelor's degree in Business Administration or related field (Accounting, Economics, Finance, Financial Planning, Risk Management, or Law).
  • Minimum 2 years of experience in financial products and services, insurance business, business development, taxes, laws, and regulations.
  • Preferably certified as CFP, MBA, CPA, or JD.

Skills:

  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving skills.
  • Ability to work under pressure with minimal supervision.
  • Proficiency in MS Office (Word, Excel, PowerPoint, and Outlook) and English language.

Perks:

We offer a range of benefits to support your well-being and career growth, including opportunities for professional development and a competitive compensation package.

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