Job Description
What is the opportunity
As the Director, Senior Portfolio Specialist, you will prepare and implement discretionary investment strategies for clients, based on thorough analysis of their existing wealth, portfolios and their risk appetite, in accordance with relevant regulatory and compliance requirements.
What will you do
- Work with Relationship Managers on discretionary accounts, and responsible for developing bespoke discretionary investment solutions by translating high level house views into individual class investment allocations in Cash, Fixed Income, Equity, and Non-Traditional Asset Classes.
- Work alongside Relationship Managers to attend client meetings to support acquisition of new discretionary prospects, and increase AUM of existing discretionary clients.
- Conduct portfolio reviews and suggest discretionary mandate adjustments that could help our client to achieve performances objectives or manage their risks better.
- Support discretionary sales efforts from our sales and product specialists team during RFP, sales meetings or sessions with existing discretionary clients or partners.
- Working with ISP team and within RBC internal policies to generate discretionary ideas consistent with RBC research or approved research providers.
- Contribute to a sharing culture of investment knowledge and expertise with internal sales force.
- Maintain a high level of risk and compliance checks on the different stages of the suitability process and the behavior of the discretionary portfolios.
- Support promotion of full range of RBC products and solutions e.g. advisory mandate portfolios
- Actively contribute towards the growth and retention of the Bank's AUM.
- Adhere to Bank's policies and procedures thereby protecting the business from financial and reputational risk, by acting as a key escalating point in such cases.
- Co-ordinate with different teams to enhance productivity and advance governance.
What do you need to succeed
Must-have
- University degree in Finance, Economics or other relevant professional qualifications, preferably with CFA designation.
- The role would typically require at least 10 years of experience as an Investment Advisor or Discretionary Portfolio Manager/Specialist within private banks, wealth management or investment product industry.
- Strong knowledge and experience in advising and promoting traditional and alternative investment discretionary mandates to HNWIs and UHNWIs.
- Good understanding and prior experience in wealth management business is highly desirable.
- Well versed with multi-asset classes of investment products and familiar with global and regional markets.
- Solid portfolio advisory and portfolio as well as risk management knowledge.
- Sound knowledge of applicable regulatory and compliance requirements on discretionary investment products.
- Strong appetite for selling and client facing exercises.
- Strong investment presentation skills.
- Significant expertise in investment, markets, strategy and key products (fixed income, equities, structured products, ETF, funds, hedge funds).
- Proactive and hands-on attitude. Ability to operate independently, motivated and willing to deliver high quality.
What's in it for you
We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
- Leaders who support your development through coaching and managing opportunities
- Opportunities to work with the best in the field
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services.
Agency Notice
RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional
details.
Job Skills
Derivatives, Investment Consulting, Investment Performance Measurement, Investment Risk Management, Investments, Investments Analysis, Long Term Planning, Portfolio Management, Product Services, Risk Control
Additional Job Details
Address:
8 MARINA VIEW, #26-01 ASIA SQUARE TOWER 1:SINGAPORE
City:
Singapore
Country:
Singapore
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-05-11
Application Deadline:
2026-06-12
Note:Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
