Portfolio Wealth Specialist

As an individual contributor, provide specialist investment advice and portfolio solutions that help clients grow, protect and diversify their wealth.

Partner with Relationship Managers to understand client objectives, risk appetite, liquidity needs and investment horizons, and translate the SC Wealth Select framework and CIO views into suitable, actionable recommendations that deliver strong client and business outcomes.

Key Responsibilities

Portfolio Management

Requirements

• Demonstrated expertise in investment products, portfolio construction, strategic asset allocation, and the application of market insights to client portfolios.
• Proven track record in delivering sophisticated investment advice and portfolio recommendations that align client objectives, risk appetite, and long-term wealth outcomes.
• Strong analytical capability, including the ability to evaluate portfolio performance, assess investment opportunities, and translate complex market developments into actionable client strategies…

For the full job description, apply using the button below.