Investment Portfolio Manager

RMB

Remote
Remote
Client investment management
Revenue growth identification
Customer service excellence
RMB is seeking an Investment Portfolio Manager to manage client investments remotely, emphasizing a culture of adaptability and innovation. The ideal candidate will have relevant qualifications and experience in investment analysis, client relationship management, and business development

Job Summary

  • Contribute to the development of a budget aligned to operational delivery plans, monitor effectiveness, and report on variances.
  • Deliver internal and external customer service excellence through adherence to quality service standards.
  • Implement the Wealth and Investments house view to the client’s portfolio and make changes as and when required.

Matching Summary

Match Score: 85

RMB is seeking an Investment Portfolio Manager to manage client investments remotely, emphasizing a culture of adaptability and innovation. The ideal candidate will have relevant qualifications and experience in investment analysis, client relationship management, and business development.

Skills & Requirements

Must-have

  • client investment management
  • revenue growth identification
  • customer service excellence
  • stakeholder relationship management
  • financial information analysis
  • industry trend monitoring
  • client portfolio implementation

Nice-to-have

  • thought leadership
  • innovative practice solutions
  • business development strategy
  • collaborative relationships

Key Requirements

  • FAIS
  • RE
  • Class of Business
  • DOFA

Work Rights

Not specified

Tailored Resume

Cover Letter