Investment Portfolio Manager
1 day ago
Job Description
IDEX Consulting is looking for a skilled Investment Portfolio Manager - Financial Services to lead our financial planning efforts. The ideal candidate will have a proven track record in developing and implementing effective financial strategies for high net worth individuals.
Responsibilities:
- Review client financial information, identifying areas for improvement and recommending suitable investment options.
- Collaborate with cross-functional teams to develop comprehensive financial plans.
- Communicate complex financial concepts to clients in a clear and concise manner.
Qualifications:
- Degree in a relevant field (minimum diploma level 4).
- Chartered status or equivalent.
- Strong analytical and problem-solving skills.
Benefits:
We offer an excellent compensation package, including an estimated salary of $160,000 - $220,000 per year, based on location and experience, along with benefits like PMI and PHI.
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