Portfolio Manager

About the role

The Investment Portfolio Manager – Wealth Management is responsible for designing and executing investment strategies tailored to client needs. This role involves asset allocation, product selection, portfolio construction, and ongoing portfolio management. The incumbent will work closely with the sales team to support product penetration and provide research-backed investment solutions.

What you'll do

• Implementation of investment strategies including asset allocation, sub asset calss views and focused products in client portfolios
• Stay updated on equity and debt markets through regular review of investment reports and market insights
• Prepare financial plans and investment proposals aligned with clients’ financial goals
• Construct and rebalance portfolios as needed to maintain optimal asset allocation
• Support the sales team with product knowledge and research to enhance client engagement

What you need

• 3–6 yrs of experience
• Wealth management
• Portfolio management
• Capital markets
• Mutual funds
• Bloomberg
• Sales
• Chartered Accountant or MBA