Portfolio Strategist

A leading wealth outfit is seeking to hire the undersaid

Key Responsibilities:

Finance

- 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.

Client

- 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).

Risk and Governance

- Comply with regulations and internal policies and procedures to ensure that the firm achieves high compliance standards.

- Conduct quarterly portfolio reviews with clients.

- Contribute to systemization and platform strengthening to achieve scale and sustainability

- Maintain confidentiality of sensitive information

- Manage financial, regulatory and reputational risks for the firm and its clients prudently.

People

- Participating in cross functional projects

- Foster teamwork and collaboration at all levels of the organization

- Engage effectively with internal stakeholders, particularly the investment teams to ensure successful outcomes for the firm and clients.

- Pursue knowledge-enhancing initiatives and secure mandatory certifications/licenses, adhering to the personal development plan.