Portfolio Investment Manager at Trovest Capital Partners

Job Summary

We are seeking a skilled and results-driven Portfolio Investment Manager to join our dynamic team. The ideal candidate must demonstrate a proven ability in deposit mobilization, particularly Fixed Deposits, and possess a solid understanding of investment products and client relationship management.

Key Responsibilities

• Source, identify, and onboard high-net-worth individuals (HNIs) and institutional clients for various investment opportunities
• Mobilize substantial fixed deposits and investment funds to meet organizational targets
• Provide expert investment advice and customized financial solutions to clients
• Maintain strong client relationships through regular communication, portfolio reviews, and updates
• Collaborate with internal teams to ensure efficient execution of investment transactions
• Monitor financial markets and identify emerging opportunities for both clients and the organization

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related discipline
• 3–5 years of experience in a financial institution (preferably in investment banking, asset management, or treasury operations)
• Demonstrated success in deposit mobilization and portfolio management
• Excellent communication, negotiation, and relationship management skills
• Strong knowledge of financial markets, investment products, and relevant regulations

Career Growth

This position offers excellent opportunities for professional development and career advancement within our organization.