Sun Global Investments Limited
Investment & Portfolio Relationship Manager – HNW/UHNW Clients
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Sun Global Investments Limited is seeking an experienced Investment & Portfolio Relationship Manager to join our growing team.
The role focuses on developing and managing HNW/UHNW clients, financial assets and investment portfolios, with a strong emphasis on international clients and investors interested in emerging markets and US investment opportunities.
Key Responsibilities
- Develop and manage HNW/UHNW client relationships and investment portfolios.
- Acquire new clients through professional networks, referrals and introducers.
- Understand clients’ investment objectives, risk appetite and asset allocation requirements.
- Provide investment and portfolio guidance across relevant financial markets and asset classes.
- Identify opportunities to grow client assets under management (AUM).
- Build long-term relationships with international clients and professional intermediaries.
- Work closely with investment, product and compliance teams.
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Ideal Candidate
- Experience in Wealth Management, Private Banking, Investment Advisory, Portfolio Management or Financial Services.
- Proven track record of managing or acquiring HNW/UHNW clients and financial assets.
- Strong understanding of investment products, portfolio construction and global financial markets.
- Existing international client or professional network, particularly involving clients interested in emerging markets and/or US investments.
- Strong business development and relationship management skills.
- Relevant investment/financial qualifications are advantageous.
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