Wealth/Portfolio Manager

Job description / Role

The Wealth/Portfolio Manager will be responsible for overseeing the team's investment portfolio, including the management, evaluation, and strategic allocation of assets. The ideal candidate will possess extensive experience in portfolio management, a deep understanding of financial markets, and the ability to deliver personalized investment strategies that align with the team's long-term financial goals.

Key Responsibilities:
Portfolio Management:
- Develop and implement investment strategies to achieve the team's financial objectives.
- Monitor and adjust asset allocation based on market conditions and the team's evolving needs.
- Conduct regular portfolio reviews and performance analysis to ensure optimal returns.

Investment Analysis:
- Perform in-depth research and analysis of investment opportunities across various asset classes, including equities, fixed income, real estate, private equity, and alternative investments.
- Evaluate and recommend investment opportunities that align with the team's risk tolerance and financial goals.

Financial Planning:
- Collaborate with team members to understand their financial objectives, risk tolerance, and liquidity needs.
- Develop comprehensive financial plans that include retirement planning, tax strategies, estate planning, and philanthropic goals.
- Provide ongoing advice and support to help the team achieve their financial aspirations.

Risk Management:
- Identify and mitigate potential risks within the investment portfolio.
- Implement risk management strategies to protect the team's assets during market downturns.

Reporting and Communication:
- Prepare and present detailed reports on portfolio performance, market trends, and investment strategies to the team and relevant stakeholders.
- Maintain open and transparent communication with team members, providing regular updates and addressing any concerns.

Compliance and Governance:
- Ensure all investment activities comply with regulatory requirements and the team's governance policies.
- Maintain accurate and up-to-date records of all investment transactions and documentation.

Qualifications:
- Bachelor's degree in Finance, Economics, Business, or a related field (Master's degree or CFA designation preferred).
- Minimum of 7 years of experience in wealth management, portfolio management, or a related field.
- Proven track record of successfully managing investment portfolios and delivering consistent returns.
- Strong analytical and quantitative skills with the ability to interpret complex financial data.
- In-depth knowledge of financial markets, investment products, and asset allocation strategies.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with team members and external advisors.
- High ethical standards and a commitment to confidentiality and discretion

About the Company

Privately-owned global enterprise in UAE.