Portfolio Manager


Job Overview

Based in Nicosia, although with opportunity for travel abroad as required, this key role calls for a relatively experienced analyst or corporate professional with a strong understanding of investment and financial assets management, looking for their next role within which to grow and progress. This role suits a junior to mid-level candidate with the enthusiasm and commitment to really take charge of this role and be a driving force.


Job Description

  • Monitors client investments
  • Maintains records and files of all portfolio activity
  • Keeps clients up to date on the state of their portfolios
  • Studies stock market trends on a daily basis
  • Applies knowledge of trends to client portfolios, suggesting changes or adjustments accordingly
  • Meets with clients to determine their investment goals
  • Studies clients’ financial holdings, income, and financial background
  • Advises clients on the best investment opportunities and strategies for their lifestyle
  • Explains and differentiates between various investment opportunities, stocks, and funds
  • Assists clients in developing a tailor-made portfolio
  • Consults with clients prior to making any major changes or decisions with regard to portfolios
  • Attends investment firm meetings
  • Delivers presentations on client portfolios and recent market trends
  • Devises new and effective ways to successfully manage client portfolios
  • Networks with clients to build strong relationships
  • Staying up to date with relevant investment and trading news, and economic trends

Your Profile

  • Master’s degree in business, finance, investment or a related field preferred
  • Advanced CYSEC Certificate
  • Proven experience in investment and financial assets management as an analyst or assistant manager in a financial institution environment
  • Fluency in English and Greek is a must; other languages are a bonus
  • Strong understanding of investment strategies and risk management
  • Excellent verbal and written communication skills
  • Strong analytical and problem-solving skills
  • High interest in and enthusiastic about economic and financial market trends
  • Exceptional customer service with a client focus
  • Flexible to travel to meet clients as required


  • 13th salary
  • Bonus on generated sales
  • Small team and company, with much opportunity for development and progression


HR Innovate is an equal opportunity Recruiting Agency and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability status. We are committed to protecting your personal data.

Only candidates can apply for this job.

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