Portfolio Manager

Job DescriptionAs a key member of our team, you will be responsible for overseeing the collection process of allocated portfolios, ensuring timely resolution and recovery of delinquent accounts. Your expertise will play a crucial role in driving business growth and revenue through strategic portfolio management.

We are seeking a highly skilled Portfolio Manager Professional to drive the expansion of our business.Key Responsibilities:Develop and implement effective strategies to acquire new clients through direct outreach, referrals, networking, and market mappingCultivate business development opportunities to grow the client base and Assets Under...

Job Title: Equity AdvisorAbout the Role:We are seeking a seasoned Portfolio Management Specialist to join our team of expert advisors. As a key member of our Private Client Group, you will be responsible for providing bespoke investment solutions to our high-net-worth clients.Key Responsibilities:

Senior Portfolio ManagerThis role involves overseeing mortgage portfolios and managing their growth in assigned branches or locations.Key Responsibilities:Review and assess complex loan applications, making decisions or recommending approval to higher authorities.Underwrite proposals according to policies and procedures, honouring SLAs and managing business...

Job Position: Data AnalystOverview:We are seeking a dedicated professional to manage and optimize direct mail marketing performance for credit bureau partnerships.In this role, you will be responsible for the end-to-end targeting and campaign selection process for assigned bureaus. Your primary goal is to ensure the right customers receive the right offers...

Forward-Deployed Analyst – Portfolio IntelligenceWe are seeking a highly skilled analyst to partner with portfolio managers, risk managers, analysts, and CIOs. The ideal candidate will have exceptional analytical skills, strong math and stats background, and deep investment fluency.Key Responsibilities:Work closely with senior stakeholders to design and...

Role DescriptionAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindi. Client requirement andii. Our 2 point strategy by following the 6 step processb. Reporting the...

Role Description An account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business. 1)Financial Planning , Portfolio Strategy and Reporting a. Assisting the RM in making of financial plans for clients keeping in mind i. Client requirement and ii. Our 2 point strategy by following the 6 step process b. Reporting...

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

Job DescriptionJob DescriptionJob PurposeThe purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a...