Financial Strategist
16 hours ago
Job Overview
We are seeking a seasoned Portfolio Manager to bolster our real estate division. This role entails providing expert investment advice to clients, identifying lucrative business opportunities, and playing a pivotal role in the expansion of our firm's investment portfolio.
Main Responsibilities
Client Consultation
- Develop personalized investment strategies for both personal and corporate clients.
- Analyze client needs, assess risk appetite, and establish financial objectives through comprehensive assessments.
- Create tailored investment plans and portfolio recommendations.
- Maintain strong client relationships through regular communication and updates.
Compensation
The estimated annual salary for this position is $120,000 - $180,000, commensurate with experience.
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