portfolio strategist.

• Develop customised 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 re-balancing recommendations in response to changing market conditions.

• Interpret and communicate the CIO house views, macroeconomic outlook, and investment themes to clients and Senior Client Advisors (SCAs).
• Analyse 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.

• Participate in client meetings alongside Senior Client Advisors (SCAs) to present investment strategies and portfolio recommendations.
• Build credibility and trusted advisor status with sophisticated 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.

about the manager/team

Reports to: Head of Investment Advisory / Head of Portfolio Strategy

Key Stakeholders: Senior Client Advisors (SCAs), CIO Office, Investment Advisors, Product
Specialists, Treasury & Markets, Compliance, and Private Bank Clients.

skills and experience required

• 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.

• CFA (Chartered Financial Analyst)
• CAIA (Chartered Alternative Investment Analyst)
• CFP (Certified Financial Planner)
• FRM (Financial Risk Manager)

To apply online please use the 'apply' function, alternatively you may contact Dylan Lee at 91383356.
(EA: 94C3609/R2091898)