Portfolio Management Executive

About the role

As a Portfolio Management Executive at ELS Advisory, you will play a crucial role in managing and optimising client investment portfolios. This full-time position is based in Sarawak, allowing you to contribute to the company's growth and success within the local market. You will work closely with our experienced financial advisors to ensure our clients' investment objectives are met through strategic portfolio management and analysis.

What you'll be doing

• Actively monitor and review client investment portfolios to identify opportunities and mitigate risks
• Conduct thorough research and analysis to recommend portfolio adjustments and new investment opportunities
• Collaborate with financial advisors to develop and implement personalised investment strategies for clients
• Prepare detailed performance reports and communicate portfolio updates to clients
• Stay up-to-date with market trends, economic conditions and ...