Responsibilities for Portfolio Manager

• Provide client consultation to develop investment objectives


• Provide advice and guidance for investment opportunities to customers


• Create reports on investment performance and activity


• Communicate with clients about their accounts, market conditions, and economic trends


• Manage equity and bond portfolios with the aim of maximizing investment returns


• Commensurate acceptable levels of risk based on client instructions


• Handle financial products as required


• Work together with investment research teams to identify investment opportunities

Job Details

Preferred Candidate