Drive client portfolio strategy and deliver tailored asset allocation advice in partnership with senior client advisors for high-net-worth individuals.
- Design customized, multi-asset portfolio structures aligned with individual risk profiles, liquidity requirements, and long-term financial goals.
- Translate macroeconomic insights and house investment views into actionable tactical asset allocation strategies.
- Conduct regular portfolio evaluations to optimize diversification, enhance risk-adjusted returns, and recommend timely rebalancing.
- Partner with relationship managers and client advisors to present strategic investment recommendations during client consultations.
- Ensure all portfolio advice strictly adheres to internal governance, suitability standards, and regulatory requirements.
skills and experience required.
- Strong background in private banking, wealth management, asset management, or investment advisory.
- Proven expertise in global financial markets, multi-asset portfolio construction, and strategic asset allocation.
- Demonstrated success in advising high-net-worth or ultra-high-net-worth clients alongside senior relationship teams.
- Exceptional communication skills with the ability to articulate complex market concepts clearly to sophisticated investors.
- Degree in Finance, Economics, Business, or a related field; professional designations such as CFA, CAIA, CFP, or FRM are advantageous.
To apply online please use the 'apply' function.
(EA: 94C3609/ R21103354 )