This role focuses on driving the company’s investment objectives by creating effective strategies, managing client portfolios, and sourcing viable investment opportunities. The position requires strong financial expertise and the ability to secure and manage high-value client relationships.
Develop and apply investment strategies aligned with company goals
Oversee and optimize client portfolios
Carry out in-depth reviews and assessments of potential investment options
Identify and pursue new investment leads
Ensure investment performance targets are achieved
Build and maintain strong relationships with clients, including high-net-worth individuals
Provide clear financial insights and recommendations
Strong background in investment strategy and target achievement
Solid understanding of investment and portfolio management
Experience conducting detailed due diligence
Strong analytical and problem-solving abilities
Effective communication and client management skills
Ability to generate leads, especially from high-net-worth individuals
Bachelor’s degree in Finance, Economics, or related field
Professional certifications such as CFA are an added advantage
None
Send your application via email with the provided subject line