Personal Portfolio Manager

The incumbent will manage the investment portfolio of and provides financial planning and advice services to High Net Worth clients. He/She will also prospect for new business among High Net Worth clients.

SCOPE OF JOB:     

• Manages the JMMB portion of the investment portfolio of individuals in the Company’s primary Client target segment of designated High Net Worth (HNW) Clients, in order to maximise their wealth, guided by an intimate knowledge of JMMB Group of Companies products and services,  keen market alertness and other Financial Planning and Advisory best practices, as well as the law.

• Provides Financial Planning services to designated and potential High Net Worth (HNW) and other Clients to assist in meeting their respective financial goals, as well as to retain and deepen wallet share at JMMB and its subsidiaries.

• Documents the Client’s Financial Plan (CFP) and take steps to commence and facilitate the required programme of action.

• Serve as one of the persons to prospect for new business among potential HNW Clients, to help meet the JMMB Group of Companies’ objectives for revenue and market-share, while observing the limits for risk exposure and business integrity.

• Promotes the JMMB’s philosophy of the Vision of Love and its unique culture.

• Is engaged in the transformation process for the continuous improvement of the JMMB and its associated companies.

EDUCATION, TRAINING & WORK EXPERIENCE REQUIRED:

• First Degree in Management, Finance, Economics or Marketing. Good quantitative and analytical skills.

• Certified Financial Planner (CFP) or in pursuit of the certification, or its equivalent.

• Licensed by the Financial Services Commission, or a suitable candidate for licensing.

• In-depth knowledge of financial sector instruments, laws, regulations, ethics and professional jargon. JMMB’s Financial Planning Services (FPS) Level II Certificate and Certification in Portfolio Planning. Intimate knowledge of the local financial market operations, while exposure to international money markets would be a distinct asset.

• Excellent oral and written communication skills. Skilled in the use and interpretation of non-verbal communication. Knowledge of a major foreign language would be an asset.

• High level of proficiency in the use of computers, including databases, scheduling software, word-processing, spreadsheets and presentation programmes.

• Minimum of five years’ work experience in a similar capacity (in the direct provision of financial advisory and/or investment services). A track record of successful financial management is critical.