Portfolio Specialist - Wealth

• Radical customer centricity


• Ownership-driven culture


• Keeping everything simple


• Long-term thinking


• Complete transparency

Summary: 

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.

Key Responsibilities: 

• 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. 

Candidate Requirements: 

• 3+ years’ experience in wealth advisory for UHNI or Family Office clients. 


• In-depth knowledge of structured products, global funds, and advanced tax/regulatory frameworks. 


• CFA/CA/MBA Finance preferred. 


• High client engagement and consultative skills.