The Agency is recruiting for a Senior Portfolio Manager on behalf of our client.

Portfolio Leadership: Take ownership of client portfolios involving complex instruments like ETFs, Futures, Options, and FX.

Strategic Impact: Contribute directly to investment recommendations tailored to diverse international clients’ needs and objectives.

Expert Collaboration: Work alongside a high-calibre advisory and investment team in a globally focused environment.

• Coordinate with the advisory and investment team to work on the management of portfolios and investment evaluations.  
• Manage a portfolio of high-net-worth clients, ensuring that new business is brought where appropriate. 
• Craft investment recommendations for new clients, including in-depth analysis of opportunities that align with asset allocation, risk tolerance, time horizon, and personal preferences. 
• Respond to investment performance-related questions and concerns, and resolve any issues in a timely and appropriate manner.

Requirements:

• Minimum of 7 years’ financial advisory experience working with international clients and diverse investment vehicles.
• A professional designation such as Chartered Financial Analyst (CFA) or equivalent is required.
• A Master of Business Administration (MBA) in Finance is a distinct advantage.
• Deep understanding of the investment sector, including regulatory frameworks and FATCA compliance across multiple jurisdictions.
• Strong expertise in sales management and investment platform operations.
• Proven ability to perform effectively under pressure, with exceptional attention to detail and strong problem-solving skills.

Salary: CI$102,000 – CI$153,000 per annum. 

If this sounds like a good match for you and you would like to learn more, we would welcome your application. Go ahead and apply. 

We believe in inclusive workplaces and we are happy to consider any reasonable adjustments that candidates may require during the recruitment process; you will be asked if you require any during the application process. If you’d like to request additional options, please email Patrick@theagency.ky.