Wealth Portfolio Builder

Role overview

This position is focused on building client portfolios rather than doing heavy relationship management or working as a pure trading specialist. The main responsibility is to design suitable investment portfolios for clients using their risk profile, financial goals, asset mix, and market outlook.

Core focus

The selected candidate should be able to develop portfolio recommendations and structures based on investment suitability, allocation strategy, and periodic review of existing holdings.

Key areas of work

• Assess client risk profiles and align portfolio construction accordingly.
• Design asset allocations that match investment objectives.
• Recommend products that fit the client’s needs and suitability profile.
• Use current market views to support portfolio decisions.
• Review portfolios and suggest improvements where needed.

Background preferred

Relevant experience from Wealth Management, Private Banking, Family Office, or Investment Advisory environments is preferred. Prior exposure to supporting relationship managers with portfolio proposals and investment recommendations will be valuable.

Investment knowledge expected

A strong grasp of mutual funds, PMS, AIFs, bonds, equities, ETFs, and structured products is important. Understanding of crypto as an asset class is also required, including the ability to stay informed about it or explore it personally.

Additional notes

Basic trading knowledge is useful, but the role is primarily centered on portfolio construction. Some client-facing experience is preferred.