The position holder is responsible to take both direction and work intuitively to maintain a favorable public image of the Company. The work area includes Investment Management Department PMS Unit where the position holder shall be involved in managing PMS unit.

We are looking for an experienced portfolio manager to create and manage investment portfolios for our clients. Responsibilities will include crafting investment packages, managing client expectations, handling transactions, and achieving our clients’ overall investment objectives.

To be successful as a portfolio manager you must be able to work efficiently and effectively in a collaborative and fast-paced environment. Candidate should have experience in the financial services or investment sectors, and should focus on providing portfolio recommendations to our clients based on in-depth financial market analysis.

This position reports directly to the Head of Investment Management Department.

Duties and Responsibilities:

The duties and responsibilities of a Portfolio Manager includes:

• Generate an investment policy statement and outline clients’ investment objectives
• Construct successful investment portfolios in line with market conditions and economic trends
• Buy and sell of securities on behalf of clients to maintain a specific investment strategy, or to reach an investment objective
• Determine acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions
• Develop knowledge on client’s investment goal and structure goal-based investment plan to cater their needs
• Maintain new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives
• Evaluate the performance of investment portfolios and ensure compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures
• Prospect new clients
• Stay up to date with relevant investment and trading news, and economic trends
• Implement investment plans
• Create reports on investment performance and activity
• Monitor portfolio performance versus benchmarks and develop insights for clients regarding key contributors and detractors
• Monitor asset allocation on a periodic basis relative to policy and goals; evaluate need to rebalance
• Work together with investment research teams to identify investment opportunities
• Keep her/himself updated with trends in the industry and frequently provide constructive suggestions to immediate supervisor to improve company's image
• Monitor daily tasks/duties of subordinates in productive and efficient manner
• Adhere to Company's PMS Standard Operating Procedures (SOP)
• Any other work assigned by senior officials