Fund Manager

Minimum of 5 years’ experience in private wealth management, financial advisory or private banking. A demonstrable track record of client acquisition, portfolio growth, and relationship retention.

Key Responsibilities:

• Develop, manage and grow a portfolio of high-net-worth clients, leveraging both existing relationships and new business development.

• Transition and retain your current client book under the firm’s platform, ensuring a smooth and compliant migration.

• Deliver tailored financial and investment advice aligned with each client’s goals, risk appetite and life stage.

• Develop comprehensive wealth management strategies, including investment planning, retirement solutions, tax efficiency and estate structuring.

• Actively source and convert new client opportunities through networking, referrals, strategic partnerships and industry events.

• Monitor portfolio performance and market trends, making proactive recommendations and adjustments.

• Work closely with internal specialists to deliver integrated, multidisciplinary financial solutions.

• Maintain strict adherence to regulatory, compliance and ethical standards in all client interactions.

Job Requirements – Experience and Qualifications

• Strong business development and interpersonal skills with a consultative, client-centric approach.
• Bachelor’s degree in Finance, Economics, Business or a related field (advanced degrees or MBAs are a plus).
• High standards of professionalism, integrity and regulatory compliance.
• Demonstrated experience in developing a portfolio of high-net-worth clients through strategic business development and relationship management.
• In-depth knowledge of investment products, financial planning and wealth structuring.
• Relevant certifications (e.g. RDR-compliant qualifications, CFP, CFA, CISI Level 4 or higher).