Securities & Investment Manager (Single Family Office)

Job Scope Manage the shareholder's investment portfolio, including equities, fixed income, ETFs, funds, and other approved investments. Conduct market research and investment analysis to identify investment opportunities and risks. Monitor financial markets, economic trends, and company performance, and provide regular investment recommendations. Execute investment transactions in accordance with the shareholder's instructions and approved investment policies. Prepare periodic portfolio performance, asset allocation, and risk management reports. Liaise with banks, brokers, fund managers, and other financial institutions. Maintain investment records and ensure compliance with internal policies and regulatory requirements. Support the shareholder in achieving long-term investment objectives through disciplined portfolio management.