
Financial Portfolio Manager
1 week ago
Job Overview
We are seeking a seasoned investment professional to deliver exceptional financial solutions to clients.
- Presents and positions the investment proposition to clients across multiple asset classes, including fixed-income solutions, direct and managed equities, property, structured solutions, and alternatives.
- Educates and trains colleagues on investment opportunities and markets.
- Develops new business leads and opportunities from existing relationships.
- Works closely with the broader business areas and reports to the Executive Manager – Private Wealth Distribution.
- Responsible for presenting complex investment strategies to clients and providing expert guidance on portfolio management.
- Collaborates with colleagues to develop and implement investment plans that meet client needs.
- Works with a wide range of clients, from high-net-worth individuals to institutional investors.
- Contributes expertise in investment analysis and portfolio management to deliver exceptional financial outcomes for clients.
Key Responsibilities:
1. Present and position investment propositions to clients across various asset classes, including fixed-income solutions, direct and managed equities, property, structured solutions, and alternatives.
2. Educate and train colleagues on investment opportunities and markets.
3. Develop new business leads and opportunities from existing relationships.
4. Collaborate with the broader business areas and report to the Executive Manager – Private Wealth Distribution.
5. Provide expert guidance on portfolio management to clients.
6. Work with colleagues to develop and implement investment plans that meet client needs.
7. Work with a wide range of clients, from high-net-worth individuals to institutional investors.
8. Contribute expertise in investment analysis and portfolio management to deliver exceptional financial outcomes for clients.
Requirements:
- Motivated and experienced investment professional.
- Strong understanding of investment analysis and portfolio management.
- Excellent communication and presentation skills.
- Ability to work independently and as part of a team.
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