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Job description for Investment Manager at Pt First Indo Group
- The investment managers usually enter into an agreement with the investors before undertaking investment activities on behalf of the clients.
- Their primary role will involve ensuring the safety of investors’ funds, earning maximum returns, and giving them timely advice to keep up with the market trends.
- They will review different investment techniques, implementing strategies that will best serve the client. Typically this will consist of building an investment package or portfolio based on the client’s financial goals and risk tolerance. They will make investments for the client in securities likeStocks Bonds And Real Estate
- This includes monitoring the daily fluctuations in asset value, determining when buying and selling are necessary. They will make recommendations to the client based on what they think is best for their financial success.
- An important role they play includes analyzing securities and making recommendations. In the process, they focus on making investments on the client’s behalf in the assets they believe to be the best investment as per their financial goals.
- Their role will also require the oversight of a team of financial analysts. Another responsibility could be similar to that of a financial planner. In this case, the manager will provide advice and answer questions about various financial topics, including:Taxes Retirement Cash flow Risk Management Estate Planning
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