Job Description:

• Manages client 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.
• Supervises employees who assist in financial reporting and budgeting.
• Coordinates with property managers, brokers and other third parties.
• Fosters and maintains positive client relationships.
• Assesses financials for legal compliance.
• Reviews financial reports to find ways to reduce costs.
• Compiles and presents asset management reports to clients, supervisors and senior executives.
• Contributes to team efforts by accomplishing related tasks as needed.

Industry:

Professional Services

Category:

Consultancy

Skills: