High Net Worth Portfolio Manager

2 days ago

Manila, National Capital Region, Philippines beBeeRelationship Full time ₱800,000 - ₱1,200,000

We are seeking a skilled professional to join our team as a High Net Worth Portfolio Manager.

Job Description

The 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 effective portfolio management strategies.

The ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders. A strong analytical background, combined with knowledge of financial markets and instruments, is essential for this role.

Key Responsibilities
  • Client Relationship Management: Build and maintain strong relationships with high net worth clients, understanding their financial goals, risk tolerance, and investment preferences.
  • Portfolio Management: Develop and implement customized investment portfolios that align with clients' objectives, risk profiles, and investment horizon.
  • Financial Analysis: Conduct thorough financial analysis to identify opportunities and risks, ensuring alignment with clients' interests.
  • Market Research: Stay up-to-date with market trends, economic conditions, and regulatory changes, applying this knowledge to inform investment decisions.
Required Skills and Qualifications
  • Graduate degree in Finance, Business, or related field.
  • Minimum 3 years of experience in portfolio management, wealth management, or a related field.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
Benefits

Our organization offers a dynamic work environment, competitive compensation package, and opportunities for professional growth and development.

Other Requirements

The selected candidate must be able to work independently, prioritize tasks effectively, and meet deadlines in a fast-paced environment.

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