Job Description
• We are seeking a dynamic and performance-driven Fund / Portfolio Manager who will not only manage investment portfolios but also actively source and onboard new clients.
• The ideal candidate will combine strong investment expertise with business development capabilities to grow assets under management (AUM) while delivering superior portfolio performance.
Key Responsibilities
• Develop and execute investment strategies aligned with client objectives and risk profiles
• Manage and monitor client portfolios across multiple asset classes
• Actively identify, prospect, and onboard new clients (HNWIs, institutions, corporates)
• Build and maintain strong relationships with existing and prospective clients
• Present investment strategies, market insights, and portfolio performance to clients
• Achieve AUM growth targets through client acquisition and retention
• Conduct market research and financial analysis to inform investment decisions
• Ensure portfolios are well-diversified and aligned with risk management frameworks
• Collaborate with internal teams (analysts, compliance, and sales)
• Ensure full compliance with regulatory and internal investment guidelines
Qualifications
• Bachelor’s Degree in Finance, Economics, Business, or a related field with 5+ years of experience in portfolio management, wealth management, or asset management
• MBA or Master’s degree is an added advantage
• Professional certification (e.g., CFA) added advantage
• Demonstrated ability to attract and manage client portfolios
• Proven track record of growing Assets Under Management
Core Skills & Competencies:
• Investment Expertise: Strong knowledge of financial markets and portfolio construction
• Business Development: Ability to source, pitch, and convert new clients
• Relationship Management: Strong interpersonal and client-facing skills
• Sales & Negotiation: Ability to close deals and grow client portfolios
• Analytical Skills: Expertise in financial analysis and market evaluation
• Communication: Excellent presentation and storytelling skills for investor engagement
• Risk Management: Ability to balance returns with risk exposure
• Networking: Strong industry connections and ability to build new networks
Method of Application
Interested and qualified candidates should send their Applications to: [email protected] using "Fund/Portfolio Manager" as the subject of the email.