Asset Planning Executive

4 weeks ago


Cairo, Egypt Transmar egypt Full time
Responsibilities:
  • Meeting with clients, determining their needs and requirements, providing strategic advice, and managing their assets accordingly.
  • Preparing risk analyses and financial, investment, and asset management reports.
  • Creating, organizing, and managing client portfolios.
  • Monitoring asset performance and recommending corrective measures.
  • Developing strategies to increase ROI and minimize risk factors and losses.
  • Reviewing policies and making recommendations for potential adjustments.
  • Researching relevant markets and identifying trends and patterns.
  • Collaborating with the asset management team, company analysts, and senior executives.
  • Liaising and negotiating with fund directors, property managers, attorneys, auditors, etc.

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