Asset Expert
Posted on :
04-11-2021
Employer Active
1 Vacancy
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Job Description
• Manages the assets according to investment preferences and goals
• Meets with clients to assess asset status, needs, risks, goals and progress
• Prepares financial statements, business activity reports and forecasts
• Develops, organizes and maintains client portfolios
• Studies market trends to maximize profits and identify investment opportunities
Employment Type
Full Time
Company Industry
Department / Functional Area
Key Skills
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