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Strategic Portfolio Manager
3 weeks ago
Present investment opportunities across multiple asset classes to high-net-worth and ultra-high-net-worth clients, improving financial wellbeing of individuals and communities.
This role involves presenting and positioning the investment proposition closely with business areas, leveraging expertise in markets and products.
Key Responsibilities- Present the investment proposition to HNW and UHNW clients, developing long-term relationships.
- Discuss investment opportunities across all asset classes, providing market insights and expertise.
- Educate and train private bankers on investment strategies and markets, enhancing their capabilities.
- Develop new business leads and opportunities from existing clients and external networks, growing revenue streams.
- Present investment updates and conduct roundtable discussions with investors, fostering engagement and trust.
- Bachelor of Commerce, Economics, Finance, or related discipline.
- 10+ years frontline experience in financial markets/investment management/investment market sales.
- Experience across broad asset class spectrum including Equities, Fixed Income, Real Estate, and Alternatives.
- Strong presentation skills, effective communication, and interpersonal skills.
- A unique chance to leverage your expertise in financial markets, build lasting relationships with clients, and drive business growth.
- Collaborate with a talented team to develop innovative solutions, enhance client experiences, and deliver exceptional results.
- Contribute to shaping the future of our organization, driving industry leadership, and making a meaningful impact.
