Avrio Wealth is a boutique wealth planning and investment management company that is licensed by MAS and the SEC. We work with all our clients to craft a highly customized financial plan with well-defined goals following the guidelines set up by the Certified Financial Planning Board of Standards.
Our wealth management strategy is focused on providing a globally diversified portfolio that caters to our client’s unique needs at home or abroad. Avrio’s clients face challenges that require special attention and a worldview. We construct portfolios using low-cost and tax efficient investment products for clients which include US taxpayers and non US taxpayers. Our clients have diverse backgrounds with diverse portfolio requirements.
Portfolio Manager Job Responsibilities:
· Design and implement investment strategies, processes and policies
· Construct and manage ETF, stock and bond portfolios in multiple currencies based upon tax requirements
· Monitor performance and risk of company portfolios
· Prepare performance reports for management, advisors and clients
· Prepare monthly market commentary for distribution
· Review commentary with internal staff for questions and market education.
· Help manage client interactions and communications
· Trade global markets
· Research and present investment strategies
· Identify and cultivate new clients
· Develop and grow a book of business
· Support Avrio’s management, advisors, clients and prospects
Requirements, Skills, Education
- CFA (Chartered Financial Analyst)
- Proven work experience as a Portfolio Manager or similar role
- Strong understanding of investment strategies and risk management
- Fluent in written and spoken English
- Willingness to work in a firm who emphasizes financial planning (no product sales/commissions)
- Effective presentation skills
- Willing to work for company that is regulated by both the SEC & MAS and comply with stringent compliance requirements
- Master’s degree in business, finance, investment or a related field preferred
Computer skills including MS Office, Bloomberg and trading software.
