Job Description

Job
Job Location: Brooklyn NY
Salary: $200,000 - $250,000
Job Responsibilities:
• Manage client assets according to investment preferences and goals.
• Meet with clients to assess asset status, needs, risks, goals and progress.
• Prepare financial statements, business activity reports and forecasts.
• Develop, organize and maintain client portfolios.
• Studies market trends to maximize profits and identify investment opportunities.
• Supervise employees who assist in financial reporting and budgeting.
• Coordinates with property managers, brokers and other third parties.
• Fosters and maintains positive client relationships.
• Assesses financials for legal compliance.
Email: xxxxx