Relationship Manager- Portfolio Management
Job Description
Title: Relationship Manager- Portfolio Management
Company Name: Community Bank Investment Limited
Vacancy: 1
Age: 28 to 40 years
Job Location: Dhaka
Salary: Negotiable
Experience:
- 2 to 5 years
- The applicants should have experience in the following business area(s): Investment/Merchant Banking
Published: 2026-09-03
Application Deadline: 2026-09-03
Education:
- Bachelor of Business Administration (BBA) in Business Administration, Finance, Economics or any related field.
Requirements:
- 2 to 5 years
- The applicants should have experience in the following business area(s): Investment/Merchant Banking
Skills Required:
Additional Requirements:
- Age 28 to 40 years
1. Minimum 2 years of relevant experience in Stock Brokerage Firm/ Merchant Bank.
2. A post-graduate or graduate in Finance/Business Administration with strong academic record from a reputed university.
3. Analytical mind-set and thorough knowledge of the capital market and related regulations of Bangladesh Securities and Exchange Commission & DSE.
4. Knowledge of Microsoft Office Suite.
Responsibilities & Context:
1. Acquire portfolio accounts from high net-worth individuals and institutions.
2. Collaborate with Head of Portfolio and research team in driving sales targets.
3. Maintain liaison with the clients and help the portfolio team to acquire new clients.
4. Manage clients’ portfolio and disburse margin loan to the clients.
5. Execute trade as per customer instructions.
6. Ensure delivering customized clientele service to keep them satisfied.
7. Develop marketing scheme for the growth of client base.
8. Any other responsibilities as assigned by the management.
Job Other Benifits:
- Provident fund,Weekly 2 holidays
- Festival Bonus: 2
Employment Status: Full Time
Job Work Place: Work at office
Company Information:
Gender: Both Male and Female can apply
Read Before Apply: Please apply only who are fulfilling all the requirements of this job
Category: Bank/ Non-Bank Fin. Institution
