Portfolio Counselor - UHNW

Role Summary

The Portfolio Counselor is a senior strategic professional and subject matter expert with deep commercial awareness, responsible for managing relationships and investment portfolios of Ultra-High Net Worth Individuals (UHNWIs). This role demands superior communication, analytical, and decision-making capabilities, with significant influence on the businesss investment strategy and performance.

The counselor plays a key role in advancing the company's GPCs mission of delivering superior investment guidance and client servicing to UHNW clients.

Key Responsibilities

- Establish, grow, and manage investment relationships with UHNW clients, demonstrating strong relationship-building credibility.

- Provide market insights, investment advice, and actionable ideas based on deep knowledge of traditional and alternative asset classes.

- Drive new client acquisition by leveraging personal networks and market experience.

- Offer education, investment support, and tactical strategy updates to clients and internal stakeholders, including Relationship Managers (RMs).

- Coordinate execution of customized investment strategies across multiple asset classes, currencies, markets, and jurisdictions.

- Monitor and optimize client portfolios for performance, appropriateness, and emerging opportunities.

- Support development and enhancement of new business initiatives, products, and platforms.

- Maintain high standards of compliance and risk management in line with internal and regulatory policies.

- Uphold internal control standards and support implementation of audit and regulatory recommendations.

Additional Functional Inputs:

- Deliver CIO market updates and house views to RMs.

- Develop comprehensive asset allocation models based on individual client profiles.

- Assess client needs, expectations, and risk tolerance for tailored advisory.

- Identify operational or systemic issues and escalate appropriately.

- Stay informed of competitor products, pricing, and regulatory changes.

- Ensure integrity in all sales and advisory practices.

- Participate in assigned projects, initiatives, or transitions.

Qualifications

- 10+ years of experience in investment advisory, private wealth management, asset management, or institutional investment roles.

- Proven ability to acquire and manage UHNW clients and significant AUM.

- In-depth understanding of wealth planning, portfolio construction, and multi-asset investing.

- Strong grasp of the competitive and regulatory landscape in private banking (onshore/offshore).

- Exceptional communication, negotiation, and presentation skills.

- Entrepreneurial, collaborative, and client-focused mindset.

- High personal and professional integrity, with a strong sense of urgency and sound judgment.

Preferred Skills & Traits

- Deep analytical and technical expertise in global investments.

- Team player with relationship-building orientation.

- Experience working across functions and geographies.

- Ability to provide strategic investment input across various platforms.