Title: Assistant Relationship Manager / Manager (Portfolio Management Unit), MTB Capital
Company Name: Mutual Trust Bank PLC
Vacancy: --
Age: Na
Job Location: Anywhere in Bangladesh
Salary: --
Experience:
Bachelor’s/Master’s in Accounting/ Finance/ Management/ Economics from a UGC-approved university; no third division/ class or equivalent CGPA is allowed at any stage of the academic career
Experience with capital market intermediaries (portfolio management, fund management, etc.) or banks/NBFIs in priority banking or sales of financial products
Good communication and interpersonal skills with client relationship management capability
Strong analytical ability with stress adaptability and willingness to take challenges
Proficiency in MS Office, especially MS Excel
We are looking for a detail-oriented and analytical professional to join our team in a portfolio management capacity. The ideal candidate will be responsible for selling investment products, managing clients’ portfolios, analyzing market movements, and ensuring alignment with business targets and clients’ financial goals. The role requires strong quantitative skills, a solid understanding of capital and financial markets (including Treasury Bills & Bonds), and the ability to make informed investment decisions in dynamic market conditions.
Achieve monthly and yearly sales targets to support departmental goals
Drive client acquisition and fund growth through sales and trading activities
Build and maintain strong relationships with existing and potential high net worth clients to attract and retail investments
Ensure regulatory compliance and align activities with market best practices
Conduct regular performance analysis and portfolio rebalancing to ensure optimal asset allocation and risk-adjusted returns
Prepare investment reports, presentations, and performance summaries for clients and internal stakeholders
Continuously review and improve portfolio construction methodologies to enhance returns and manage risk