Portfolio Manager

Key Responsibilities:

• Make sound investment decisions and carry out investment activities on behalf of individual or institutional clients
• Advise clients on financial products, securities, funds, assets, and portfolio management
• Analyze financial data and market trends to identify investment opportunities aligned with clients goals and risk tolerance
• Structure and present investment strategies aimed at maximizing returns within acceptable risk parameters
• Monitor client portfolios and provide regular performance updates
• Ensure compliance with regulatory requirements and internal policies

Desired Candidate Profile:

• Strong understanding of investment principles, portfolio structuring, and financial markets
• Knowledge of minimum investment requirements, liquidity provisions, and risk-return analysis
• Proven ability to deliver risk-adjusted returns exceeding client expectations
• Excellent communication and interpersonal skills to guide and build trust with clients
• Relevant certifications (e.g., CFA, CFP, NISM) are a strong advantage