Investment Portfolio Specialist

Job Description:The Portfolio Specialist for Investment Management is responsible for the day-to-day monitoring, strategy execution and liquidity of the trust funds. He/ she aids in the efficient management of the funds as well as its compliance to regulations.Responsibilities:Ensure the asset composition of trust Fund/s to meet pare in consonance with the...

Job Title:Investment SpecialistAbout the Role:We are seeking a skilled Investment Specialist to join our team. The successful candidate will be responsible for growing investment assets, sales volumes, and profitability of high network clients handled.This role involves servicing customers' day-to-day investment requirements, including time deposits, foreign...

Job OverviewTo outperform benchmarks in investment portfolio management, we seek a professional with expertise in discretionary mandates.The ideal candidate will ensure all transactions align with model portfolios, equity strategies, regulations, operational processes and internal policies, as well as client-approved IPS or investment guidelines.Key...

Job DescriptionThe primary role of a Portfolio Relationship Manager is to promote investment products through third-party channels while also servicing and managing the accounts of these partners.Growth of Institutional Agency business by strengthening distribution relationships, expanding product usage, and accrediting new distributors.Timely and accurate...

The Investment Officer is responsible for managing and improving BPI Wealth's existing product offerings and providing customer specific investment ideas. This include generating new investment ideas and products, restructuring old funds/products, constant dialogue with global fund managers and financial institutions for new ideas and market updates and...

We are seeking a skilled professional to join our team as a High Net Worth Portfolio Manager.Job DescriptionThe successful candidate will be responsible for managing client relationships and providing tailored financial solutions to high net worth individuals. This includes analyzing clients' investment profiles, risk appetite, and financial goals to develop...

Key Responsibilities:Oversee the management of high net worth individuals and their portfolios to ensure alignment with client goals.Lead a team of relationship managers, coordinating efforts to deliver exceptional client service and achieve business objectives.Develop and implement strategies to grow revenue, enhance client satisfaction, and maintain strong...

Job Title: Fund Servicing Senior ManagerDescription:This senior manager role is an excellent opportunity for a seasoned professional to lead the transformation and performance optimization of our fund servicing operations. The successful candidate will be responsible for conducting comprehensive performance analysis of investment portfolios, including...

About Impact Investment Exchange (IIX):Impact Investment Exchange (IIX) is a pioneer in the global impact investing movement, dedicated to reshaping finance for sustainable development with a focus on gender equality and climate action through capital mobilization and data-based solutions. For over a decade and a half, we've been building the sustainable...

Job OverviewDWS is a leading firm with a global presence. We are looking for creative thinkers and innovators to join our team as the world continues to transform.We capture the opportunities of tomorrow by working together to find investment solutions that ensure the best possible foundation for our clients' financial future.This role will be responsible...