Investment Manager - Director - Remote

Overview

This role offers a dynamic opportunity to act as a strategic advisor managing comprehensive investment portfolios for high-net-worth clients.

In Short

• Act as a primary point of contact for clients’ investment needs.
• Provide strategic advice on portfolio construction and asset allocation.
• Continuously assess and update clients’ risk profiles.
• Collaborate with internal partners for integrated investment solutions.
• Conduct regular investment and business reviews with clients.
• Support new client acquisition efforts through pitches and presentations.
• Manage risk while maximizing financial returns.
• Ensure compliance and suitability of all investments.
• Deliver tailored investment solutions aligning with clients' goals.
• Impact client satisfaction and portfolio performance.

Requirements

• Expertise in portfolio construction and asset allocation.
• Strong communication skills for articulating market insights.
• Ability to work in a hybrid environment.
• Experience in managing high-net-worth client portfolios.
• Strong analytical skills for risk assessment.
• Knowledge of compliance regulations.
• Experience in client relationship management.
• Ability to deliver integrated investment solutions.
• Proven track record in maximizing financial returns.
• Ability to collaborate with diverse teams.

Benefits

• Dynamic work environment.
• Opportunity to impact client satisfaction.
• Collaboration with internal specialists.
• Access to comprehensive investment insights.
• Potential for career advancement.