High Net Worth Portfolio Manager

Dynamic Fundraising Professionals SoughtWe are looking for ambitious professionals with 7 to 10 years of experience in securing large-scale funding from high-net-worth individuals and influential networks. Your role will involve developing strategic relationships, cultivating donations, and stewarding partnerships to drive substantial funding support.Key...

Role OverviewWe are seeking dynamic professionals who can engage with high net worth clients and provide customized wealth management services. The role involves client acquisition, portfolio advisory, and relationship management to ensure that every client receives tailored financial strategies aligned with their goals.

Drive business growth as a key player in the private banking sector.Role OverviewAs a private banker, you will play a pivotal role in acquiring high net worth individuals (HNIs) and ultra high net worth individuals (UHNIs) and building long-term relationships with them.Key ResponsibilitiesSell investment and insurance products to private banking clients to...

Portfolio Analysis ExpertEstablish a collaborative partnership with portfolio managers, risk analysts, and CIOs to drive business growth through analytics.Key Responsibilities:Directly engage with senior stakeholders from top financial institutions.Conduct in-depth analysis of portfolios to identify key drivers and opportunities for growth.Develop and...

Job OverviewWe are seeking a highly skilled professional to manage the day-to-day workflows of our fund's existing assets. This role involves working closely with the asset management team to monitor and analyse cash flows, track and analyse asset performance, manage risk, oversee third-party partners, and execute the business plan.The portfolio onboarding...

Project Portfolio Management ConsultantFusion Practices, a leading provider of Oracle Cloud solutions, is seeking an experienced Project Portfolio Management (PPM) consultant to join our team.Analyze client business requirements and design end-to-end PPM solutions using Oracle Cloud technology.Capture detailed business requirements related to grants...

Job Summary">The primary responsibility involves working closely with clients to understand their investment deal requirements in structured finance.Support clients in risk and exposure monitoring of transactions, ensuring timely delivery and accuracy of results.Key Responsibilities:">Onboard client portfolios by reviewing legal agreements, servicer or...

Job Opportunity: Relationship ManagerWe are seeking a skilled professional to fill the position of Relationship Manager. As a key member of our team, you will be responsible for acquiring, onboarding, and managing relationships with retail and high net worth individual clients.Main Responsibilities:Client Acquisition & OnboardingIdentify and acquire new...

Job Opportunity">About the RoleWe are seeking a skilled consultant to lead our project portfolio management efforts from an Oracle PPM perspective.The ideal candidate will have hands-on experience in implementing Core Oracle PPM modules, particularly Project Financial Management (Costing & Billing). They should also possess excellent business process...

Job Title: Chief Fundraising StrategistOverview:We are seeking an experienced and driven leader to spearhead our fundraising efforts, creating a comprehensive strategy to secure the revenue needed for our philanthropic endeavors.This role involves implementing an action-oriented annual fundraising plan, establishing relationships with key stakeholders, and...