Strategic Portfolio Manager
1 week ago
Job Title: Investment Portfolio Manager
Business Unit: Personal Banking and Wealth Management
Job Description:
- Develop a comprehensive investment strategy based on market conditions and client goals.
- Stay up-to-date with market trends by analyzing investment reports and attending conference calls.
- Design and manage fund selection models to optimize portfolio performance.
- Conduct thorough product due diligence to evaluate qualitative aspects of investment products.
- Set and plan financial goals with clients and prepare customized investment proposals.
- Allocate assets and construct portfolios to align with client objectives.
- Regularly review and rebalance portfolios as needed to maintain optimal performance.
- Collaborate with sales teams to enhance product penetration through research and product support.
- Demonstrate expertise in various asset classes, including equities, fixed income, structured products, real estate, FX, commodities, and international markets.
- Develop in-depth knowledge of wealth management products, such as mutual funds, portfolio management services, alternative investment funds, and listed investments.
- Understand taxation implications for various investment products.
- Familiarize yourself with research and portfolio software, including Morning Star, Invest well, and Bloomberg.
- Possess strong analytical and interpretative skills, as well as qualities like integrity, trustworthiness, self-motivation, teamwork, and time management.
- Excel in Excel and presentation skills.
Education Qualification:
Graduate: Any
Experience
2 - 5 years
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