Fund Manager - Private Wealth/PMS

Core Responsibilities:

• Manage the firm's captive discretionary and non-discretionary fund mandates with accountability for portfolio construction, asset allocation, and investment performance.

• Develop and execute investment strategies across equities, fixed income and other asset classes based on macroeconomic trends, market opportunities, and fundamental research.

• Drive portfolio performance while maintaining a disciplined risk management framework.

• Partner with the Private Wealth teams to support client acquisition, portfolio reviews, and investment discussions.

• Meet HNI/UHNI clients and prospects to present investment strategies, portfolio positioning, and market outlook.

• Work closely with Research, Product, Risk, and Compliance teams to ensure robust investment governance.

• Publish regular market insights, portfolio commentary, and investment recommendations for internal and client communication.

• Contribute to the development of new investment strategies and multi-asset solutions aligned with evolving client needs.

Desirable Candidate Profile:Skills & Experience:

• Proven experience in managing multi-asset portfolios, including significant exposure to equity investing.

• Strong track record of delivering investment performance across market cycles.

• Experience interacting with HNI/UHNI clients and supporting business development initiatives.

• Ability to simplify complex investment concepts and confidently present investment strategies to clients and senior stakeholders.

• Strong understanding of portfolio construction, asset allocation, macroeconomics, and capital markets.

Personality Characteristics:

• Strong investment acumen with the ability to make disciplined, data-driven investment decisions.

• Excellent communication and presentation skills, with the confidence to engage HNI/UHNI clients and senior stakeholders.

• Commercially oriented with a strong understanding of client needs and wealth management dynamics.

• High levels of integrity, ownership, and collaboration in a fast-paced investment environment.