Business Portfolio Manager

Role SummaryThis is a unique opportunity to serve as a Client Portfolio Manager, responsible for acquiring and managing high-net-worth relationships. The ideal candidate will be the face of our business, with strong analytical skills and ability to work in teams.Key Responsibilities:Acquire and manage preferred clients (affluent & super affluent) through...

Job SummaryAs a wealth management professional, you will be responsible for acquiring and managing high net worth individual (HNI) clients. You will conduct client profiling to offer various financial products and manage their portfolios for performance and profitability.Acquire and manage HNI clients to ensure seamless service delivery.Conduct client...

OverviewWe are seeking an experienced crypto trader to manage and publish one or more investment portfolios on our platform.This is an opportunity designed for individuals with a strong understanding of crypto markets and a desire to build a presence in the space.Responsibilities:Manage and publish one or more crypto investment portfolios on the...

Investment Counsellor Role OverviewThe Investment Counsellor is a key professional responsible for providing personalized investment and financial planning services to clients. This role involves assessing clients' financial needs, developing tailored investment strategies, and delivering expert advice to help them achieve their financial goals.Key...

Portfolio Management SpecialistWe are seeking a highly skilled Portfolio Management Specialist to join our team. The ideal candidate will have experience in portfolio investment and fund-level models, cash flow projections, and financial reporting.Assist senior portfolio managers in maintaining and improving complex portfolio investment and fund-level...

Job Role OverviewEstablish partnerships with brokers to generate business aligned with the product mix.Generate Commercial Lines business from brokers and direct clients through strategic relationship management.Maintain broker relationships and handle direct client interactions.Manage quote sheets and update conversion details for optimal results.Resolve...

Portfolio Analyst Job Description:The portfolio analyst will be responsible for managing and analyzing asset portfolios, conducting financial modeling, preparing detailed reports, and maintaining compliance with relevant regulations.Key Responsibilities:Coordinate investment closings: track processes and review underwriting materials.Ensure compliance with...

Financial Portfolio ManagerWe are seeking a highly skilled professional to manage and grow affluent client portfolios.Key Responsibilities:Develop strong relationships with high net worth clients to provide exceptional investment advice.Maintain existing relationships and increase assets under management through strategic investment services.Offer...

Job Title: Senior Relationship Manager- Wealth Management SolutionsWe are seeking a senior relationship manager to join our wealth management team.Key Responsibilities:• Client Acquisition & Relationship Management: Build and manage relationships with family offices, UHNIs.• Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs,...

Head of Wealth ManagementWe are seeking a seasoned and results-driven professional to oversee our wealth management division. In this pivotal role, you will be responsible for providing bespoke investment advice to clients and expertly managing their portfolios to achieve optimal financial outcomes.Key Responsibilities:Build and maintain relationships with...