Private Wealth Manager

Duties will include: 

• Build and maintain long-term relationships with clients, acting as their primary point of contact 
• Understand clients’ financial situation, investment objectives, risk tolerance, and liquidity needs 
• Ensure a high level of client satisfaction through proactive communication and regular portfolio reviews 
• Work in close collaboration with the Manager- Investment on initiatives
• Provide tailored investment advice across multiple asset classes 
• Design and recommend asset allocation strategies aligned with clients’ profiles and market conditions 
• Manage a portfolio of clients’ portfolios in line with strategies developed and investment mandates.
• Monitor portfolio performance and propose adjustments when required 
• Stay informed on global financial markets, economic trends, and investment opportunities 
• Prepare and present client reports, investment proposals, and performance updates 
• Review the economic and business environment and assess their effect on investment portfolios.
• Maintain an awareness of the latest financial/economic trends and keep up to date with market developments and new investment products.
• Develop and execute tactical moves for portfolios in search of performance.
• Any other cognate duties.

Ideal candidate profile:

• Have at least a degree in Finance / Economics / Investments from a recognized university. 
• Have a minimum of 5 years’ direct experience in asset management or financial advisory functions
• Holder of a CFA designation, or another professional qualification in the field of Finance / Investments, will be a definite advantage. 
• A solid understanding of investment and economics theory. 
• Commercial mindset with demonstrated ability in client acquisition 
• Good understanding of regulatory and compliance requirements (KYC/AML) 
• Excellent interpersonal, communication, and presentation skills