HR Intern at Merits Capital Market Services
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Portfolio Manager - Sales - Bank (1-4 yrs)
- Provide client consultation to develop investment objectives
- Atleast 1-4yrs of experience working in Banks/Fintech companies is mandatory
- 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 to maximize investment returns
- Commensurate acceptable levels of risk based on client instructions
Requirements and skills
- Proven work experience as a Portfolio Manager or similar role
- Strong understanding of investment strategies and risk management
- Excellent verbal and written communication skills
- Strong analytical and problem-solving skills
- Master's/Bachelors degree in business, finance, investment or a related field preferred
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