Client Portfolio Manager

4 days left

Employer
Global Multi-family office
Location
Bahrain
Salary
to be determined
Posted
Mar 26, 2018
Closes
Apr 25, 2018
Employment Type
Full Time
Education
Bachelors

Responsibilities

Build the investment proposals to prospects and clients and present the relationship management team with recommendations.
Work closely with the Relationship Managers on understanding clients’ needs.
Work closely with the investment team on understanding the client investment positions and their expected cash flows.
Come up with ideas that accelerate the sales cycle and help grow clients’ assets.
Prepare customized reports based on clients requests.
Support the client portfolio reviews and provide insights into their asset allocation, performance, positioning, risk, etc…
Conduct analysis on client asset holdings.
Work closely and maintain an excellent relationship with colleagues in various departments.


Profile
Minimum of 5 years’ experience in the field of investment and business consulting.
Undergraduate degree.
Strong presentation skills.
Strong communication skills.
Highly organized and detailed oriented.
Ability to take initiative and come up with new ideas.
Professional qualifications is a plus.
English is required. Arabic is a plus.