Financial Portfolio Manager

Key Responsibilities:Offer tailored financial solutions, encompassing working capital facilities, overdrafts, and term loans.Evaluate clients' creditworthiness and associated risks on an ongoing basis.Pursue portfolio growth by cross-selling financial products and achieving net interest income and fee revenue targets.Analyze financial statements, credit...

Job Opportunity:We are seeking a seasoned Wealth Manager to enhance our portfolio.About the Role:Clients: Foster long-term relationships with high-net-worth clients through exceptional service and tailored solutions.Financial Planning: Understand clients' goals, risk tolerance, and financial situations to provide customized investment advice, insurance...

Investment Leadership RoleWe are seeking an experienced investment professional to lead our investment activities and build strong relationships with founders, investors, and other stakeholders.This is a key role that will involve crafting investment theses, building a high-quality deal pipeline, and evaluating sectoral and company-specific opportunities.Key...

Wealth Management ExpertA leading fintech platform seeks a seasoned financial planning & client advisory professional to manage high net worth portfolios and drive long-term financial success.Key Responsibilities:BUILD STRONG RELATIONSHIPS WITH CLIENTS AND DEVELOP HOLISTIC FINANCIAL PLANS.MONITOR, REVIEW, AND OPTIMIZE PORTFOLIOS FOR PERFORMANCE.CONTRIBUTE TO...

Job Title: Program Development ManagerOverview: We are seeking an experienced professional to lead strategic portfolio management initiatives and drive cross-functional programs. This role involves managing small-scale programs, driving large-scale program delivery, and overseeing the end-to-end lifecycle of projects.Responsibilities:Strategic Portfolio...

As a key player in our wealth advisory team, this role demands exceptional skill and expertise in the realm of equity and derivative trading.We are seeking an experienced and client-focused professional to join us in providing top-notch investment advisory services to our high net worth clients.The ideal candidate will possess hands-on experience in terminal...

Job OpportunityAbout the RoleWe are seeking a highly motivated and detail-oriented student or fresh graduate to join our team as a Portfolio Manager. This role involves working on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.The successful candidate will have the opportunity to engage in...

Job Title:Portfolio Research AnalystAbout the Role:We are seeking a highly analytical and detail-oriented professional with strong expertise in portfolio rebalancing and deep knowledge of investment products.Main Responsibilities:Conduct thorough analysis and rebalancing to optimize asset allocation and manage risk-adjusted returns.Perform research and due...

Job Opportunity:We are seeking a highly skilled Senior Research Analyst to join our portfolio research team. The ideal candidate will have a strong background in financial markets, asset classes, and portfolio management.Key Responsibilities:Data Analysis & InsightsTrack, analyze, and evaluate the performance of various investment products across different...

Job Overview:As a Trust Specialist, you will be responsible for managing a portfolio of trusts and corporate entities. This role requires strong legal knowledge, excellent communication skills, and the ability to work with clients and stakeholders to ensure compliance with relevant regulations.Main Responsibilities:Manage a portfolio of trusts and corporate...