Portfolio Strategist
Key Responsibilities Portfolio Advisory & Construction Develop customized investment portfolios aligned to clients' financial goals, investment horizons, liquidity needs, and risk tolerance.
Recommend strategic and tactical asset allocation across equities, fixed income, alternatives, structured products, and multi-asset solutions.
Conduct portfolio reviews and identify opportunities to improve portfolio diversification, risk-adjusted returns, and overall positioning.
Monitor portfolio performance and provide timely rebalancing recommendations in response to changing market conditions.
Investment Strategy & Market Insights Interpret and communicate the CIO's house views, macroeconomic outlook, and investment themes to clients and Senior Client Advisors (SCAs).
Analyze global market developments, economic trends, and geopolitical events to assess portfolio implications.
Formulate investment strategies and tactical opportunities across asset classes and sectors.
Produce investment commentaries and portfolio recommendations for client discussions.
Client Engagement Participate in client meetings alongside Senior Client Advisors (SCAs) to present investment strategies and portfolio recommendations.
Build credibility and trusted advisor status with sophisticated HNW and UHNW clients.
Articulate complex investment concepts in a clear and compelling manner.
Support client acquisition and retention efforts through differentiated investment advice.
Collaboration & Stakeholder Management Partner closely with Senior Client Advisors (SCAs) to identify investment opportunities and address client needs.
Work with product specialists to evaluate investment solutions and ensure suitability for clients.
Collaborate with Investment Advisors, Treasury, and Capital Markets teams on bespoke client solutions.
Support internal training initiatives by sharing market insights and investment knowledge.
Risk Management & Governance Ensure all portfolio recommendations comply with regulatory requirements, internal policies, and suitability standards.
Assess portfolio risk exposures, concentration risks, and asset allocation deviations.
Maintain high standards of documentation and investment rationale.
Adhere to all compliance, conduct, and fiduciary responsibilities. Qualifications & Experience Education Bachelor's degree in Finance, Economics, Business, Accounting, Mathematics, or a related discipline.
Master's degree or MBA is advantageous.
Professional Certifications One or more of the following is preferred: CFA (Chartered Financial Analyst)
CAIA (Chartered Alternative Investment Analyst)
CFP (Certified Financial Planner)
FRM (Financial Risk Manager)
Experience 5-10+ years of experience in private banking, wealth management, institutional asset management, investment advisory, or portfolio management.
Strong understanding of global financial markets and investment products.
Experience working with HNW/UHNW clients is highly preferred.
Demonstrated ability to formulate and communicate investment strategies.
Technical Competencies Strategic Asset Allocation
Portfolio Construction & Optimization
Equities, Fixed Income, Alternatives & Structured Products
Multi-Asset Investment Solutions
Capital Markets & Macroeconomic Analysis
Risk Management
Performance Attribution
Wealth Planning Concepts
Bloomberg, FactSet, Morningstar, or equivalent investment platforms
Key Soft Skills Strong analytical and critical thinking skills
Excellent presentation and communication abilities
Client-centric mindset
Commercial acumen and business development orientation
Ability to influence and collaborate across stakeholders
Strong interpersonal and relationship-building capabilities
High integrity and professional standards
Success Metrics Growth in discretionary and advisory assets under management (AUM)
Portfolio performance relative to benchmarks and risk objectives
Client satisfaction and retention levels
Quality and timeliness of investment recommendations
Contribution to new client acquisition and wallet share growth
Compliance with regulatory and risk management standards