Portfolio Management

• Oversee investment portfolios and asset allocation strategies.
• Support the development of investment products and solutions.
• Maintain portfolio reporting and performance monitoring processes.
• Participate in investment committee discussions and decision-making.

Client Advisory

• Act as a trusted advisor to clients and family offices.
• Participate in investment reviews and portfolio discussions.
• Build and maintain long-term client relationships.

Business Development

• Support the growth of the investment business and client base.
• Work closely with Wealth Management, Private Finance, Compliance, Technology, and Digital Assets teams.
• Contribute to the development of new investment solutions and products.

Team Collaboration

• Collaborate with analysts, advisors, and investment professionals across the Group.
• Support junior team members where appropriate.
• Promote a culture of professionalism, accountability, and continuous improvement.

Technology & Innovation

• Explore opportunities to use AI and technology within investment research and portfolio management.
• Improve efficiency and decision-making through modern analytical tools.

Requirements

Must Have

• Experience in portfolio management, wealth management, private banking, or asset management.
• Strong understanding of portfolio construction, asset allocation, and risk management.
• Experience working with HNW, UHNW, family office, or institutional clients.
• Commercial mindset and ability to contribute to business growth.
• Strong communication and relationship management skills.

Preferred

• Existing client relationships or transferable assets under management (AUM).
• CFA, CAIA, FRM, or similar qualifications.
• CySEC certifications and experience in regulated environments.
• Experience with investment products, discretionary portfolios, or wealth management solutions.
• Knowledge of alternative investments and digital assets.

What Success Looks Like

• Consistent delivery of strong risk-adjusted investment performance.
• Growth in Assets Under Management (AUM) and advisory relationships.
• Strong long-term client relationships and retention.
• Contribution to the development of the Group's investment platform.
• Successful adoption of technology and AI tools within investment processes.