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Junior Investment Manager

Junior Investment Manager

The Investment Manager has decision making authority on client matters and the successful candidate will earn more client responsibilities with experience and tenure in our company. 

Responsibilities :

  • Provide excellent investment advice to HNW corporate and individual clients
  • Manage the investments of HNW clients to generate benchmark beating returns
  • Perform a thorough client due diligence and risk profile analysis
  • Maintain compliance with FSC and any other local or foreign regulator applicable
  • Attract new clients and inflows to meet targets
  • Develop the client base of and grow Assets under management generally
  • Work with the Fund Managers and Investment committee to develop new investment products/ ideas
  • Meet with Investment committee regularly to review and manage client portfolios and investment guidelines for strategic asset allocation
  • Independently monitor and suggest changes to their client portfolios for tactical asset allocation
  • Independently do deep technical research and analysis on their favored investment area
  • Generate investment guidelines specific to client risk tolerances and goals with the Investment Committee
  • Utilize Morningstar ,Bloomberg, Value Line, and other research software to screen for new investment ideas and maintain investment monitoring on existing holdings
  • Actively participate as a member of the Investment Committee by covering favored geographies and sectors
  • Manage research projects


  • The candidate is expected to be suitably qualified from an accredited tertiary institution in Economics, Mathematics, Engineering, Accounting, Actuarial, Financial Investment or any other suitable qualification
  • CFA, CA(SA), CA(UK), ACCA, CISI, CPA or similar suitable international professional qualification designation (or working towards one)
  • Minimum 2 years post tertiary qualification experience within financial sector
  • Exposure to High Net Worth clients and appropriate investment portfolio design
  • Passion for Investment with a curious mind
  • IT literate and proficient in Microsoft Word, Excel, PowerPoint and Outlook