Portfolio Manager (Private Wealth)

Location: Accra, Ghana
Employment Type: Full-Time
Application Deadline: 23 June 2026

Company Profile

Temple Investments Limited is a leading investment and advisory firm dedicated to delivering innovative financial solutions and superior investment outcomes for individuals, institutions, and businesses. Through a disciplined investment approach, deep market expertise, and commitment to client success, we help clients preserve, grow, and transfer wealth across generations.

At Temple Investments, we foster a culture of excellence, integrity, and innovation, empowering our professionals to deliver exceptional value while building long-term relationships with clients and stakeholders.

Position Summary

We are seeking an accomplished and client-focused Portfolio Manager (Private Wealth) to manage and grow a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) client relationships. The successful candidate will provide tailored investment advice, develop bespoke portfolio strategies, and deliver exceptional client service while supporting the continued growth of our private wealth business.

This role offers an exciting opportunity to work closely with senior investment professionals and contribute to the delivery of sophisticated wealth management solutions across diverse asset classes.

Key Responsibilities

Client Relationship Management

• Manage and grow a portfolio of high-net-worth and ultra-high-net-worth client relationships.
• Serve as the primary point of contact for clients, providing trusted investment advice and wealth management solutions.
• Build, maintain, and deepen long-term client relationships through proactive engagement and exceptional service delivery.
• Understand clients’ financial objectives, risk tolerance, liquidity requirements, and long-term wealth preservation goals.
• Provide strategic guidance on investment opportunities, portfolio performance, and market developments.

Portfolio Construction & Investment Management

• Develop and implement customized investment strategies tailored to individual client needs and objectives.
• Construct and manage diversified portfolios across equities, fixed income, cash instruments, and alternative investments.
• Monitor portfolio performance and recommend adjustments based on market conditions, client objectives, and risk considerations.
• Ensure investment decisions align with approved mandates, regulatory requirements, and internal investment guidelines.
• Collaborate closely with the Chief Investment Officer (CIO) to align portfolio construction with Temple Investments’ house views and investment strategies.

Portfolio Review & Reporting

• Conduct regular portfolio reviews with clients and provide insightful investment recommendations.
• Prepare and deliver professional performance reports and portfolio updates.
• Clearly communicate investment outcomes, portfolio positioning, and market developments to clients.
• Ensure clients remain informed and confident in the management of their investment portfolios.

Business Development & Client Acquisition

• Identify and pursue opportunities to acquire new private wealth mandates.
• Support business development initiatives and client acquisition efforts in collaboration with the Executive Operations team.
• Leverage professional networks and market relationships to expand Temple Investments’ private wealth client base.
• Participate in client meetings, networking events, and business development activities to promote the firm’s wealth management services.

Investment Governance & Compliance

• Ensure all portfolio management activities comply with regulatory requirements and internal policies.
• Maintain accurate client records and investment documentation.
• Adhere to fiduciary responsibilities and uphold the highest standards of professional conduct.
• Support risk management processes and ensure portfolios remain aligned with approved mandates and investment objectives.

Qualifications & Experience

Educational Requirements

• Bachelor’s Degree in Finance, Economics, Accounting, Business Administration, Investment Management, or a related discipline.

Professional Qualifications

• Must have successfully passed the Ghana Investment and Securities Institute (GISI) examination.
• Chartered Financial Analyst (CFA) qualification or progress toward CFA designation will be an added advantage.

Professional Experience

• Minimum of five (5) years’ experience in private wealth management, portfolio management, investment advisory, or a related financial services role.
• Demonstrated success in managing high-value client relationships and investment portfolios.
• Strong understanding of wealth management principles and portfolio construction techniques.
• Experience working with high-net-worth and ultra-high-net-worth clients is essential.

Required Skills & Competencies

Technical Competencies

• Private Wealth Management
• Portfolio Construction and Management
• Investment Advisory Services
• Asset Allocation and Risk Management
• Equity and Fixed Income Analysis
• Alternative Investments
• Financial Markets and Economic Analysis
• Performance Measurement and Reporting
• Regulatory and Compliance Knowledge
• Client Portfolio Review and Monitoring

Leadership & Relationship Competencies

• Relationship Management and Client Engagement
• Business Development and Networking
• Negotiation and Influencing Skills
• Stakeholder Management
• Strategic Thinking and Commercial Awareness

Behavioral Competencies

• Exceptional communication and presentation skills
• Strong analytical and problem-solving abilities
• High level of professionalism, integrity, and discretion
• Client-centric mindset with a commitment to service excellence
• Strong attention to detail and accuracy
• Ability to thrive in a fast-paced and results-oriented environment

How to Apply

Apply online by clicking on the Application Button.