The Portfolio Manager is responsible for monitoring and constructing UHNW client portfolios to ensure alignment with investment objectives. They provide high-quality investment input to Relationship Managers and oversee asset allocation, risk, and performance across multi-asset portfolios.
The Reporting Manager will oversee the accurate loading, validation, and reconciliation of financial data to produce consolidated wealth reports for UHNWI clients. They will also collaborate with technology and product teams to enhance portfolio monitoring frameworks and improve proprietary wealth management platforms.
Design and develop user-facing products, back-office tools, and automation mechanisms to scale the business model. Collaborate with stakeholders to implement best-in-class user experiences and enhance the technology ecosystem.
