Overview:
We are seeking an experienced Investment Manager to join our team. The ideal candidate will have a strong background in finance, investment strategies, and client management. This role offers the opportunity to work with a diverse portfolio of clients and make a significant impact on their financial success.
Responsibilities:
• Develop and implement investment strategies tailored to individual client needs
• Manage client portfolios and provide ongoing financial advice
• Conduct market research and analysis to identify investment opportunities
• Build and maintain strong client relationships through effective communication and personalized service
• Monitor and evaluate portfolio performance, making adjustments as needed
• Stay informed about market trends, economic developments, and regulatory changes
Qualifications
• Proven experience in investment management, financial planning, or related field
• Strong knowledge of portfolio management, financial analysis, and tax planning
• Excellent customer relationship management skills
• Familiarity with estate planning, wills trusts estate law, and corporate accounting
• Ability to perform mathematical calculations with accuracy
• Spanish/English proficiency required
-Bachelor's degree in Finance, Economics, or related field; MBA or CFA is a plus
This position offers competitive compensation and benefits package. If you are a results-driven professional with a passion for finance and helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity
Job Type: Full-time
Pay: From $1.00 per year
Work setting:
Experience:
- Financial concepts: 1 year (Preferred)
Ability to Commute:
- Tampa, FL 33618 (Preferred)
Ability to Relocate:
- Tampa, FL 33618: Relocate before starting work (Preferred)
Work Location: In person