Portfolio Specialist – Wealth

• Radical customer centricity
• Ownership-driven culture
• Keeping everything simple
• Long-term thinking
• Complete transparency

Summary: 

This role is designed for seasoned portfolio advisors with deep expertise in multi-asset solutions and HNI-specific needs. You will be responsible for providing sophisticated portfolio construction and advisory, including complex structures like succession, tax optimisation, and multi-entity strategies.

Key Responsibilities: 

• Advise on bespoke portfolios integrating MF, PMS, AIF, Bonds, Structured/Global Products. 
• Review and redesign existing portfolios, addressing allocation,selection, and deployment gaps. 
• Apply advanced solutions for UHNIs including cash flow planning,preservation strategies, estate planning, and taxation nuances. 
• Continuously monitor client portfolios and recommend rebalancing actions. 
• Serve as a thought partner to relationship teams on large/complex clients. 

Candidate Requirements: 

• 3+ years’ experience in wealth advisory for UHNI or Family Office clients. 
• In-depth knowledge of structured products, global funds, and advanced tax/regulatory frameworks. 
• CFA/CA/MBA Finance preferred. 
• High client engagement and consultative skills.

Responsibilities

• Lead end-to-end execution of projects and cross-functional deliverables for Portfolio Specialist - Wealth.
• Collaborate closely with departmental peers and stakeholders to ensure seamless operational continuity.
• Monitor core performance KPIs, troubleshoot bottlenecks, and implement optimization protocols.
• Champion high quality standards, peer reviews, and comprehensive team documentation.