Portfolio Specialist - Wealth

About the role

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.

What you'll do

• 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

What you need

• 3–6 yrs of experience
• Cash flow
• Chartered Accountant or CFA or MBA

Good to have

• CFA