Portfolio Manager- Private Banking

DUTIES & RESPONSIBILITIES 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 • Issuing and signing of Private Banking client’s investment confirmative and certificates 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. • Structuring ideal portfolios for Private Banking clients further to discussing with Relationship Managers, reviewing customer information details and leveraging other First Bank subsidiaries • Generating mandates on behalf of clients for FBN Capital and other product houses for the purchase or sale of securities / assets • Generating portfolio reports and account statements for Private Banking clients as required • Generating periodic reports to meet monitoring and reporting requirements of First Bank Private Banking. • Updating global position on Private Banking clients to enable effective tracking and monitoring of client relationship • Ensuring prompt and efficient processing of client mandates • Monitoring loans booked by the back office and updating clients global position report • Verifying customer trades via online portal and updating portfolio status of clients • Monitoring customer accounts and portfolios to ensure that they are well-funded and active 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 • Escalate of all material, unusual or difficult transactions to Head Portfolio Management • All other functions as assigned by the head Portfolio Manager, Head Private Banking location and EVP Private Banking • Processing all investment transactions for all Private Banking hubs noting that the middle office is centralized to serve all Private Banking locations Education • 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 Experience • 3-5 years middle office background (financial services) preferred