Securities & Investment Manager (Single Family Office)

Job Scope

• Manage the shareholder's investment portfolio, including equities, fixed income, ETFs, funds, and other approved investments.
• Conduct market research and investment analysis to identify investment opportunities and risks.
• Monitor financial markets, economic trends, and company performance, and provide regular investment recommendations.
• Execute investment transactions in accordance with the shareholder's instructions and approved investment policies.
• Prepare periodic portfolio performance, asset allocation, and risk management reports.
• Liaise with banks, brokers, fund managers, and other financial institutions.
• Maintain investment records and ensure compliance with internal policies and regulatory requirements.
• Support the shareholder in achieving long-term investment objectives through disciplined portfolio management.