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Junior Investment Manager

The Investment Manager has decision making authority on client matters and the successful candidate will earn more client responsibilities with experience and tenure in our company. 

Responsibilities :

  • Provide excellent investment advice to HNW corporate and individual clients
  • Manage the investments of HNW clients to generate benchmark beating returns
  • Perform a thorough client due diligence and risk profile analysis
  • Maintain compliance with FSC and any other local or foreign regulator applicable
  • Attract new clients and inflows to meet targets
  • Develop the client base of and grow Assets under management generally
  • Work with the Fund Managers and Investment committee to develop new investment products/ ideas
  • Meet with Investment committee regularly to review and manage client portfolios and investment guidelines for strategic asset allocation
  • Independently monitor and suggest changes to their client portfolios for tactical asset allocation
  • Independently do deep technical research and analysis on their favored investment area
  • Generate investment guidelines specific to client risk tolerances and goals with the Investment Committee
  • Utilize Morningstar ,Bloomberg, Value Line, and other research software to screen for new investment ideas and maintain investment monitoring on existing holdings
  • Actively participate as a member of the Investment Committee by covering favored geographies and sectors
  • Manage research projects

Profile:

  • The candidate is expected to be suitably qualified from an accredited tertiary institution in Economics, Mathematics, Engineering, Accounting, Actuarial, Financial Investment or any other suitable qualification
  • CFA, CA(SA), CA(UK), ACCA, CISI, CPA or similar suitable international professional qualification designation (or working towards one)
  • Minimum 2 years post tertiary qualification experience within financial sector
  • Exposure to High Net Worth clients and appropriate investment portfolio design
  • Passion for Investment with a curious mind
  • IT literate and proficient in Microsoft Word, Excel, PowerPoint and Outlook