Portfolio Specialist

Contribute to achieving financial targets and business composition goals of the

organization.

Achieve ROI that surpasses the benchmark index for the portfolio, while managing

acceptable risk levels.

Guide Wealth Managers on the latest products to enhance their sales pitches.

Actively engage in internal discussions to collaboratively develop house views across asset

classes and create effective investment strategies.

Propose new product concepts to the Investment Committee.

Contribute ideas to enhance the investment platform by staying current with market

developments, including automation, process optimization, and compliance with regulatory

changes.

Ensure client satisfaction by maintaining a portfolio aligned with their risk tolerance,

financial goals, and investment preferences.

Build strong, long-term client relationships, focusing on high retention through consistent

performance and transparent communication.

Provide clients with clear, understandable updates on portfolio performance and market

conditions.

Tailor investment strategies to meet each client’s unique financial goals (e.g., retirement,

education, wealth preservation).