Job brief
We are looking for a Portfolio Manager who will assess our clientsโ risk tolerance and perform significant market research to develop portfolios that maximize their financial gains.
A Portfolio Managerโs responsibilities include crafting investment packages and managing client expectations and transactions to achieve our clientsโ overall objectives.
Ultimately, you will work directly with clients to help them understand investment opportunities by setting client expectations, overseeing transactions and helping them reach their goals.
Responsibilities
- 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 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
- Masterโs degree in business, finance, investment or a related field preferred
About: English Jobs Sweden
EnglishJobs.se specializes in recruiting international talent for Swedish companies. Since 2009 we have have helped over 8000 professionals connect with traditional companies such as as Ericsson, Skanska, ABB, Volvo and SAAB as well Swedish startups such as Spotify, TrueCaller, Klarna and Skype. We welcome talent with a multicultural background and knowledge of local cultures, languages and business markets. Industries we cover: Tech, Marketing & Communications, Events, Media, Retail, Travel, Hospitality, Finance, Gaming, Healthcare, Consulting