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Job Description:
IDS Capital is seeking a dedicated Client Relationship Manager to oversee and grow relationships with our asset management clients. This position requires an individual with excellent communication and organizational skills who will serve as the primary point of contact between the firm and its clients. You will ensure clients' needs are met and that their asset management goals align with our strategies.
Key Responsibilities:
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Manage and nurture relationships with existing clients to ensure satisfaction and retention.
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Serve as the main point of contact for clients regarding asset management services.
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Understand client needs and collaborate with the asset management team to develop tailored solutions.
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Provide clients with regular updates on portfolio performance, market trends, and relevant insights.
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Assist in business development efforts to attract new clients.
Requirements:
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3+ years of experience in client relationship management or asset management.
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Strong communication, negotiation, and presentation skills.
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Ability to understand financial reports and asset management concepts.
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Bachelor’s degree in Business, Finance, or related field.
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Client-focused with excellent problem-solving abilities.
These roles are designed to help your firm maintain its growth and excellence in asset management, with each position contributing differently to the overall strategy. Would you like to adjust or add more details to any of these?
Job Features
| Job Category | Full Time |
Job Description:
IDS Capital is looking for an experienced Senior Asset Manager to lead asset management strategies for our diverse clientele. As a Senior Asset Manager, you will oversee portfolio performance, collaborate with clients to align with their financial goals, and manage investment strategies. This is a leadership position ideal for someone with extensive experience in asset management and a proven track record of success.
Key Responsibilities:
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Manage and optimize client investment portfolios with a focus on long-term growth.
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Develop and implement strategic asset management plans.
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Direct client meetings to discuss performance, strategy, and portfolio updates.
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Lead and mentor junior analysts and associates.
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Provide regular performance reports and strategic insights to clients.
Requirements:
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5+ years of experience in asset management or a related field.
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Strong understanding of financial markets, investment products, and risk management.
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Leadership experience in managing teams and client relationships.
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Bachelor’s degree in Finance, Business, or related discipline (Master’s preferred).
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CFA, CAIA, or similar certification is a plus.
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Excellent interpersonal, communication, and leadership skills.
Job Features
| Job Category | Part Time |
Job Description:
IDS Capital is seeking a motivated and detail-oriented Asset Management Analyst to join our dynamic team in Boston. In this role, you will be responsible for assisting with asset analysis, portfolio management, and client reporting. You will work closely with senior analysts and portfolio managers to help drive the success of our clients’ investments. This position offers an excellent opportunity to grow within a fast-paced business consultancy specializing in asset management.
Key Responsibilities:
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Assist in the analysis and evaluation of clients' investment portfolios.
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Develop and maintain financial models and reports to support asset management decisions.
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Conduct market research and identify investment opportunities.
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Prepare presentations and reports for clients and senior management.
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Collaborate with team members on client meetings and asset management strategies.
Requirements:
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Bachelor’s degree in Finance, Economics, or related field.
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Strong analytical and problem-solving skills.
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Proficiency in Excel and financial modeling.
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Familiarity with asset management principles.
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Excellent communication skills and attention to detail.
Job Features
| Job Category | Full Time |