Portfolio Manager

Duties & Responsibilities
Transactional:
Processing Private Banking clients’ transactions including 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 services, offshore 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 clients’ investment confirmation 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.
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
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.
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 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.”
Ensuring prompt and efficient processing of client mandate