Portfolio Manager

Avallis Investments (established since 2016) holds MAS Capital Markets Services (CMS) licence in Fund Management and specialises in External Asset Management (EAM), Discretionary Portfolio Management and Fund Management .

We serve clients across High Net Worth and Ultra High Net Worth Individuals, Institutional Investors and Family Offices . As part of our continued growth, we are looking for an experienced and client-focused Portfolio Manager to join our team.

Role Overview

As a Portfolio Manager , you will work closely with our Relationship Managers and report to the Chief Investment Officer. You will play a key role in providing investment advice, portfolio recommendations, trade ideas and market insights to clients, supported by in-depth financial market analysis.

The ideal candidate should have strong capital markets knowledge, hands-on experience in analysing and selecting equities and bonds, and the ability to support trading and portfolio recommendations across different market conditions. You should be analytical, commercially minded, client-focused and comfortable working in a collaborative, fast-paced environment.

Key Responsibilities

• Provide high-quality portfolio management and investment advisory services to private wealth clients, including the formulation of investment strategies and portfolio recommendations.
• Analyse global financial markets, macroeconomic trends and investment opportunities to support client portfolio decisions.
• Identify, evaluate and recommend suitable equity and fixed income investment opportunities, including listed equities, bonds and other approved investment instruments.
• Execute trades and implement portfolios in line with clients’ investment objectives, risk profiles, and approved strategies.
• Assess clients’ investment objectives, risk tolerance, time horizon, liquidity needs and return expectations.
• Develop and maintain investment policy statements and portfolio strategies aligned with clients’ goals.
• Deliver timely investment ideas, trade recommendations and market updates to Relationship Managers and clients.
• Review portfolio performance and recommend adjustments where appropriate.
• Maintain and strengthen relationships with new and existing clients by providing regular portfolio updates, market views and investment insights.
• Ensure investment activities comply with applicable regulatory requirements, internal policies, investor disclosures, privacy obligations, anti-money laundering rules and anti-fraud measures.
• Build and maintain strong relationships with external partners and counterparties, including private banks, brokers, investment banks, custodian banks and trustees.

Requirements

• Degree in Finance, Business, Economics, Banking or a related discipline.
• Minimum 3 years of experience in portfolio management, investment advisory, portfolio advisory, wealth management, trading or similar role.
• Proven ability and hands-on experience in analysing, selecting and trading equities and bonds.
• Strong understanding of capital markets, asset classes, investment products, portfolio construction and asset allocation.
• Good knowledge of equity valuation, fixed income analysis, credit risk, liquidity, duration, yield movements and market drivers.
• Analytical mindset with the ability to interpret financial markets and identify suitable investment opportunities.
• Client-focused, with strong relationship management, communication and presentation skills.
• Ability to work effectively with Relationship Managers, investment teams, clients and external counterparties.
• Strong problem-solving skills, sound judgment, keen sense of urgency and high standards of professional and personal integrity.
• Relevant regulatory qualifications and experience in private wealth, EAM platforms or multi-asset advisory would be advantageous.

What We Offer

• Opportunity to work with sophisticated private wealth, institutional and family office clients.
• Exposure to a broad range of global investment products, asset classes and portfolio strategies.
• Collaborative work environment with direct access to senior management and investment decision-makers.
• A growing platform with strong regional ambitions.

Interested candidates are invited to submit their CV and expected remuneration for consideration.