Portfolio Manager
6 hours ago
Career Overview: We are seeking a highly motivated professional to join our team as an Investment Associate Vice President. In this role, you will be responsible for managing a portfolio of alternative investments, driving product penetration and adoption, and building strong relationships with fund managers and clients.
Main Responsibilities:
- Curate, evaluate, and manage a diverse portfolio of Alternative offerings (AIFs, PMS, Co-Investing opportunities, Unlisted Securities) to deliver value-added solutions to our clients.
- Develop and execute strategies to drive product penetration and adoption within the Private Banking domain through effective positioning, playbooks, and client-ready narratives.
- Buildeffective relationships with fund managers, deal originators, and referral partners to access differentiated opportunities for our clients.
- Equip Private Bankers and Investment Counsellors with training, tools, and structured conversations to enhance sales effectiveness and client impact.
- Deliver insightful product notes, market perspectives, and thematic content that position us as a leader in Alternatives.
- Prioritize growth while ensuring all solutions meet our suitability and compliance frameworks.
About Our Workplace: We take pride in providing a dynamic work environment that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse community.
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