Job Description
Join a senior role as a Portfolio Manager focused on delivering exceptional value to high-net-worth clients. Utilize your investment expertise to enhance relationships and achieve growth objectives.
This position targets accomplished discretionary investment professionals with full registration capabilities. You will be responsible for acquiring HNW clients, deepening relationships, and providing integrated wealth management solutions. Collaborate with a high-performance team that embodies professionalism and strong growth values.
Key Responsibilities:
• Develop proactive client acquisition strategies
• Nurture long-term relationships through deep discovery
• Deliver integrated advice across investments and planning
• Maintain accurate documentation to comply with regulations
• Collaborate within a results-driven team culture
Requirements:
• CFA or CIM designation is a must
• A minimum of 5 years in discretionary portfolio management
• Degree in finance...
This position targets accomplished discretionary investment professionals with full registration capabilities. You will be responsible for acquiring HNW clients, deepening relationships, and providing integrated wealth management solutions. Collaborate with a high-performance team that embodies professionalism and strong growth values.
Key Responsibilities:
• Develop proactive client acquisition strategies
• Nurture long-term relationships through deep discovery
• Deliver integrated advice across investments and planning
• Maintain accurate documentation to comply with regulations
• Collaborate within a results-driven team culture
Requirements:
• CFA or CIM designation is a must
• A minimum of 5 years in discretionary portfolio management
• Degree in finance...