Private Portfolio Managers are essential to the growth and success of investment portfolios for high net worth individuals. As a key member of our team, you will be responsible for building and maintaining strong relationships with clients, developing tailored investment strategies, and providing exceptional customer service.
About the Role
* Manage a diverse portfolio of clients, offering personalized investment advice and management services.
* Develop and implement strategic plans that align with client goals and risk tolerance.
* Foster long-term relationships with clients, ensuring their financial needs are met and exceeded.
* Collaborate with internal teams to ensure seamless execution of client transactions.
Key Responsibilities
* Client Relationship Management: Meet with existing clients to build and maintain their business.
* Portfolio Management: Review and adjust portfolios regularly to meet client objectives.
* New Business Development: Lead new business meetings and engage with Financial Advisors and intermediaries.
* Leadership Opportunities: Demonstrate leadership skills and offer guidance to colleagues.
Qualifications and Skills
* Bachelor's degree in Commerce or a related field.
* 5+ years of experience in the financial sector as an Advisor or Portfolio Manager, including direct share portfolio management experience.
* Derivatives knowledge is beneficial but not necessary.
We value diversity, equity, and inclusion in our workplace, creating an environment where everyone feels valued and empowered to succeed.