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