Assistant Manager - Discretionary Portfolio Management

Job Description

Title: Assistant Manager - Discretionary Portfolio Management

Company Name: Shanta Equity Limited

Vacancy: 1

Age: At least 27 years

Job Location: Dhaka (Gulshan)

Salary: Negotiable

Experience:

• At least 5 years
• The applicants should have experience in the following business area(s): Banks, Investment/Merchant Banking, Share Brokerage/ Securities House

• At least 5 years
• The applicants should have experience in the following business area(s): Banks, Investment/Merchant Banking, Share Brokerage/ Securities House

• Age At least 27 years

• Bachelor’s/master’s in business related discipline from a recognized university

• Minimum 5 years of experience in portfolio management, wealth management, merchant banking, asset management, brokerage, banking, or related financial services.

• Proven track record in client acquisition and relationship management.

• Hands-on experience in portfolio management operations, trade settlement, custody services, fixed-income securities processing, and regulatory reporting is highly preferred.

• Serve as the primary relationship manager for assigned portfolio management clients and develop long-term relationships through regular portfolio reviews and proactive communication.

• Achieve and exceed assigned Assets Under Management (AUM), revenue, and client acquisition targets.

• Conduct client meetings, presentations, and investment seminars to generate business opportunities.

• Oversee end-to-end operational activities related to discretionary portfolio management accounts, including account opening, KYC, client onboarding, documentation and ensure all regulatory compliance

• Monitor cash movements, coupon/profit receipts, bond maturities, redemptions, and corporate actions to ensure timely client service.

• Coordinate closely with Operations, Compliance, Finance and IT teams to improve operational efficiency and service quality.