Assets In-charge

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.