Portfolio Wealth Specialist

Role Overview

As a wealth investment specialist, you will work directly with clients and Relationship Managers to turn financial goals, risk tolerance, liquidity needs and investment time frames into suitable portfolio recommendations. Your advice will draw on market and investment insights to help clients build and manage diversified portfolios, while supporting responsible growth in the bank’s investment business.

Key Responsibilities

• Assess client portfolios, explain investment performance and market movements, and identify opportunities to improve diversification, asset allocation or rebalancing.
• Recommend investment solutions across local and foreign currencies, taking account of client objectives, suitability and long-term wealth needs.
• Hold regular portfolio reviews and share relevant market, product and investment updates through in-person and virtual meetings.
• Work with Relationship Managers on client acquisition, new investment and product adoption, and opportunities to deepen existing relationships.
• Contribute to investment events, seminars, market briefings and coaching sessions that build client engagement and frontline investment capability.
• Partner with product teams and other internal specialists to shape appropriate solutions, assess investment alternatives and respond to complex client requirements.
• Support accurate, timely transaction processing; keep clients informed about progress; and address or escalate service issues and trade disputes.
• Apply suitability, KYC, AML, conduct and operational controls consistently, identify emerging risks, and meet applicable regulatory and internal governance standards.

Requirements & Qualifications

• University degree, with CISI Level 1 and Level 2 certification required. ICIFA or CFA qualifications are an advantage.
• Demonstrated experience advising on investment products, portfolio construction, asset allocation and fund selection.
• Strong knowledge of financial markets and the ability to interpret research and market developments for practical portfolio decisions.
• Experience serving affluent and high-net-worth clients and developing trusted relationships across a range of wealth management needs.
• Proven ability to assess portfolio performance and investment opportunities, then communicate recommendations clearly to clients and colleagues.
• Confident presentation and influencing skills, including experience engaging clients, prospects and larger audiences.
• Effective collaboration with Relationship Managers and product, operations, risk and compliance teams to deliver joined-up client solutions.
• Sound understanding of investment suitability, regulatory obligations, conduct standards and risk management in wealth management; familiarity with relevant CBK and CMA requirements is expected.
• Fluent English and the resilience to perform in a fast-moving, commercially focused environment while prioritising client interests and responsible advice.

What We Offer / Why Join

This role offers the opportunity to help clients make informed decisions about growing, protecting and preserving their wealth. You will work closely with Relationship Managers and investment teams, applying market insight and specialist expertise to address varied portfolio needs and support positive client outcomes.