Our client is seeking an experienced Portfolio Manager to manage discretionary and advisory portfolios, deliver exceptional client service, and contribute to global investment strategy within a leading offshore investment services team.
Key Responsibilities:
- Manage and optimise client portfolios in line with mandates and risk levels.
- Contribute to investment committees and lead research on selected equities.
- Build strong relationships with clients, fiduciary partners, and intermediaries.
- Prepare investment proposals and conduct regular portfolio reviews.
- Deliver clear presentations and support business development opportunities.
- Mentor junior team members and ensure adherence to AML and regulatory standards.
Key Skills:
- 5–7 years’ relevant investment or portfolio management experience.
- Strong analytical, communication and client relationship skills.
- Diploma in Finance & Accounting (required); Post-Graduate Diploma (preferred).
This is an excellent opportunity to join a dynamic offshore investment team and take ownership of meaningful client relationships and portfolio outcomes.
If this role interests you then please contact us.