Portfolio Manager - Private Banking

Qualifications

• Minimum Bachelor’s degree in relevant field
  
• Master’s degree in business, finance or similar strongly preferred
  
• Certified Financial Analyst (CFA) / Chartered Accountant (ICAN or ACCA) / Chartered Alternative Investment Analyst (CAIA) qualification strongly preferred
  
• 3-5 years middle office background (financial services) preferred
  

Transactional:

• Processing Private Banking client’s transactions include liaising with other units, product houses and subsidiaries of the First Bank group to process Private Banking clients’ transactions promptly
  
• Anchoring all transactions related to asset management, real estate purchase / finance, credits, safety deposits, trust servicers, off-shore investments and others as defined by Head Portfolio management or GH Private Banking
  
• Preparing all wealth management proposals on behalf of Private Banking clients and ensuring that these are error-free and of high standards
  

Operational

• Conducting research on Investment & wealth management products and liaising with FBN Quest and other research providers for updated information on equity, bond and money markets.
  
• Updating and disseminating information to private Banking team on available products and services as well as market trends
  
• Monthly update of client product utilization to feed the Asset Holding Report for FBN Private Banking.
  

Relational

• Maintaining good working relationships with other teams, units and subsidiaries
  
• Leveraging good relationship with product houses such as FBN Capital, FBN Mortgages, FBN Trustee etc. to ensure efficiency in processing Private Banking transactions
  
• Developing relationships with research and regulatory bodies to ensure that the unit is well informed and complies with all regulatory requirements at all times.
  

Others

• Ensuring the documentation of all safe custody items
  
• Ensuring securities certification and release of pledged securities
  
• Ensuring that all client investment transactions are handled with efficiency and timelines