Client Portfolio Manager

Job Title: Portfolio ManagerA career opportunity exists for a skilled and experienced Portfolio Manager to join our team. The ideal candidate will be responsible for managing a portfolio of trusts and corporate entities, ensuring compliance with relevant regulations.The successful candidate will have strong organizational and communication skills, with the...

Investment Portfolio ManagerAs a Junior Investment Portfolio Manager, you will have the opportunity to work on cutting-edge projects involving investment advisory, portfolio management, and asset allocation.The primary responsibilities of this role include:Assisting in preparing pitch books and investment presentations for clients.Analyzing and presenting...

Senior Vice President - Wealth ManagerThis role involves managing a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, providing end-to-end investment advisory and wealth management solutions. The Senior Vice President - Wealth Manager will directly manage client relationships, build trust, and offer strategic solutions to meet their...

Job Title:">We are seeking a highly skilled and experienced Client Advisor to join our team in the Private Client Group.">About the Role">The successful candidate will be responsible for executing trades on behalf of clients, aligning with their investment strategies and preferences.">You will provide expert advisory services to enhance portfolio growth,...

Investment Counsellor Job DescriptionThe Investment Counsellor plays a vital role in providing bespoke investment and financial planning services to clients. This position involves assessing clients' financial needs, developing tailored investment strategies, and ensuring that their investment portfolios align with their long-term goals.Key...

Job TitleWe're seeking a skilled professional to co-manage private markets solutions end-to-end in partnership with internal teams and external managers.You will support portfolio construction and asset allocation across strategies.You will partner with internal and external investment teams to select and monitor investments. You will oversee the investment...

Job Title: Investment Partner SpecialistWe are seeking a results-driven Investment Partner Specialist to manage and grow partnerships with clients, partner networks, and other key stakeholders.The role involves providing investment recommendations, managing client portfolios, and ensuring optimal financial performance.Key Responsibilities:To provide...

Crypto Investment OpportunitiesWe are seeking experienced crypto traders and analysts to join our platform as Portfolio Managers. In this role, you will publish and manage live crypto portfolios, share market insights, and contribute to a growing ecosystem of digital asset strategies.This is an opportunity designed for individuals with a strong understanding...

Senior Portfolio ManagerKey Responsibilities:To build long-term relationships with high-net-worth clients.To provide investment advice, ensuring alignment with client financial goals and risk tolerance.To maintain accurate records of client interactions, transactions, and portfolio performance.To identify opportunities for upselling and cross-selling...

This role is for a Wealth Manager who will be responsible for acquiring assets to invest in various financial products. The ideal candidate is a self-driven individual with strong communication skills, focused on achieving business targets, building client relationships, and increasing the company's Assets Under Management (AUM).Key ResponsibilitiesAcquire...