Portfolio Manager

7 days ago

Islamabad, Islamabad, Pakistan beBeeInvestment Full time 5,000,000 - 7,000,000
Portfolio Manager - Investment Advisory

A seasoned Portfolio Manager is sought after to lead the Investment Advisory team. The ideal candidate will have a proven track record of creating and delivering high-quality investment proposals, managing client relationships, and driving business growth.

Key Responsibilities:
  • Develop and present comprehensive investment strategies to high-net-worth clients, ensuring alignment with their financial goals and risk tolerance.
  • Collaborate with cross-functional teams to design and implement investment portfolios that meet or exceed client expectations.
  • Prepare and finalize investment advisory proposals, including portfolio construction, risk management, and performance monitoring.
  • Establish and maintain strong relationships with clients, understanding their unique needs and preferences.
  • Stay up-to-date with market trends, regulatory changes, and industry best practices to ensure the delivery of innovative and effective investment solutions.
Qualifications:

The successful candidate will possess:

  • A CFA qualification (or equivalent experience)
  • Minimum 5 years of experience in investment management, with a focus on portfolio management and advisory services
  • Excellent communication, presentation, and interpersonal skills
  • Ability to work independently and collaboratively as part of a dynamic team
  • Strong analytical and problem-solving skills, with a keen eye for detail

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