Portfolio Specialist

Role Overview: You will play a key role in contributing to achieving the financial targets and business composition goals of the organization. Your primary focus will be on achieving a return on investment (ROI) that exceeds the benchmark index for the portfolio, while also managing acceptable risk levels effectively. As part of your responsibilities, you will be guiding Wealth Managers on the latest products to enhance their sales pitches, thus helping them to better serve clients and drive business growth. Additionally, you will actively engage in internal discussions to collaboratively develop house views across asset classes and create effective investment strategies. Your role will also involve proposing new product concepts to the Investment Committee, thereby contributing to the continuous improvement and innovation within the organization. You are expected to stay current with market developments, including automation, process optimization, and compliance with regulatory changes, and provide ideas to enhance the investment platform accordingly. Ensuring client satisfaction is a crucial aspect of your job. You will be responsible for maintaining a portfolio that is aligned with each client's risk tolerance, financial goals, and investment preferences. Building strong, long-term client relationships will be a key focus, with an emphasis on high retention through consistent performance and transparent communication. Furthermore, you will provide clients with clear and understandable updates on portfolio performance and market conditions, keeping them informed and engaged. Tailoring investment strategies to meet each client's unique financial goals, such as retirement, education, or wealth preservation, will be essential in delivering personalized financial solutions. Key Responsibilities: - Guide Wealth Managers on the latest products to enhance their sales pitches - Collaboratively develop house views across asset classes and create effective investment strategies - Propose new product concepts to the Investment Committee for continuous improvement and innovation - Stay current with market developments and provide ideas to enhance the investment platform - Maintain portfolios aligned with each client's risk tolerance, financial goals, and investment preferences - Build strong, long-term client relationships with an emphasis on high retention and transparent communication - Provide clients with clear updates on portfolio performance and market conditions - Tailor investment strategies to meet each client's unique financial goals Qualifications Required: - Bachelor's degree in Finance, Economics, Business, or related field - Professional certifications such as CFA, CFP, or equivalent are a plus - Strong understanding of investment principles and financial markets - Excellent communication and interpersonal skills - Ability to analyze data and make informed investment decisions - Proven track record of achieving financial targets and managing risk effectively,