The Wealth/Portfolio Manager will be responsible for overseeing the family's investment
portfolio, including the management, evaluation, and strategic allocation of assets. The ideal
candidate will possess extensive experience in portfolio management, a deep understanding of
financial markets, and the ability to deliver personalized investment strategies that align with the
family's long-term financial goals.
Key Responsibilities:
Portfolio Management:
- Develop and implement investment strategies to achieve the family's financial objectives.
- Monitor and adjust asset allocation based on market conditions and the family's evolving
needs.
- Conduct regular portfolio reviews and performance analysis to ensure optimal returns.
Investment Analysis:
- Perform in-depth research and analysis of investment opportunities across various asset
classes, including equities, fixed income, real estate, private equity, and alternative
investments.
- Evaluate and recommend investment opportunities that align with the family's risk
tolerance and financial goals.
Financial Planning:
- Collaborate with family members to understand their financial objectives, risk tolerance,
and liquidity needs.
- Develop comprehensive financial plans that include retirement planning, tax strategies,
estate planning, and philanthropic goals.
- Provide ongoing advice and support to help the family achieve their financial aspirations.
Risk Management:
- Identify and mitigate potential risks within the investment portfolio.
- Implement risk management strategies to protect the family's assets during market
downturns.
Reporting and Communication:
- Prepare and present detailed reports on portfolio performance, market trends, and
investment strategies to the family and relevant stakeholders.
- Maintain open and transparent communication with family members, providing regular
updates and addressing any concerns.
Compliance and Governance:
- Ensure all investment activities comply with regulatory requirements and the family's
governance policies.
- Maintain accurate and up-to-date records of all investment transactions and
documentation.
Qualifications:
- Bachelor's degree in Finance, Economics, Business, or a related field (Master's degree or
CFA designation preferred).
- Minimum of 7 years of experience in wealth management, portfolio management, or a
related field.
- Proven track record of successfully managing investment portfolios and delivering
consistent returns.
- Strong analytical and quantitative skills with the ability to interpret complex financial data.
- In-depth knowledge of financial markets, investment products, and asset allocation
strategies.
- Excellent communication and interpersonal skills, with the ability to build strong
relationships with family members and external advisors.
- High ethical standards and a commitment to confidentiality and discretion