Investment Portfolio Specialist
1 day ago
This is an exciting opportunity to join our dynamic team as an Investment Portfolio Specialist at Titan Wealth Holdings Limited. You will play a crucial role in creating customized investment portfolios that meet our clients' unique needs and goals.
Key Responsibilities- Analyze market trends and economic conditions to inform investment decisions
- Develop and maintain client relationships through proactive communication
- Monitor and adjust portfolios as needed to ensure optimal performance
- Stay up-to-date with industry developments and best practices
- 5+ years of experience in investment management or a related field
- Strong analytical and technical skills
- Excellent communication and interpersonal skills
- CFA/CAIA qualification preferred
We offer a highly competitive compensation package, including a base salary of $150,000 - $200,000 per annum, plus bonuses and benefits such as hybrid working, 25 days annual leave, private medical insurance, and a 6% employer pension contribution.
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