Client Portfolio Manager

Employer
Sophisticated multi-family office in Bahrain
Location
Bahrain (BH)
Salary
Competitive salary
Posted
Jul 19, 2018
Closes
Sep 17, 2018
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Bachelors

The Firm is one of the largest multi-family office based in Bahrain with offices in London, New York and Hong Kong.

 

Client Portfolio Manager

Role and Responsibilities

  • Client Portfolio Manager responsible for liaising between Investment Team and the firm’s clients.
  • Work closely with the Relationship Managers on understanding clients’ needs and appetite
  • Responsible for developing new investment solutions that satisfy client needs
  • Build the investment proposals to prospects and clients and present the relationship management team with recommendations on asset allocation / investment solutions.
  • Responsible for IPS maintenance, cash flow management and portfolio rebalancing.
  • Come up with ideas that accelerate the sales cycle and help grow clients’ assets.
  • Prepare customized reports based on clients’ requests
  • Support the Relationship Managers with the client portfolio reviews and provide insights into their asset allocation, performance, positioning, risk, etc…
  • Conduct ad-hoc analysis on client asset holdings.  
  • Conduct data analysis on clients’ experience with the firm and provide recommendation to management.

Qualifications and Education Requirements

• Minimum of 7 years’ experience in the asset management industry and / or investment consulting.

• Undergraduate degree. MBA / CFA is a plus

• Strong presentation skills.

• Strong communication skills.

• Highly organized and detailed oriented.

• Ability to take initiative and come up with new ideas.

• English command is required. Arabic is a plus.