Portfolio Wealth Specialist

About the role

Standard Chartered Bank is hiring a full-time Portfolio Wealth Specialist in Nairobi. As an individual contributor, you will give specialist investment advice and portfolio solutions that help clients grow, protect and diversify their wealth, working alongside Relationship Managers to turn client objectives, risk appetite and liquidity needs into actionable recommendations.

Key responsibilities

• Analyse client portfolios, explain performance and market developments, and recommend investment, diversification and rebalancing strategies
• Conduct periodic portfolio reviews and deliver market, product and investment updates through physical and virtual channels
• Support clients in building diversified local and foreign currency portfolios across asset classes
• Drive growth in investment assets, foreign currency portfolios, recurring income and share of wallet, and support new-to-investment and new-to-product acquisition
• Run client events, investment seminars, market briefings and portfolio review discussions, and partner with Relationship Managers on client acquisition and co-marketing
• Work with Product Managers and internal stakeholders to develop investment solutions, and coach Relationship Managers through daily market calls and capability sessions
• Ensure compliance with suitability, regulatory, conduct and internal policy requirements, including client due diligence, AML and KYC, and timely execution of client transactions

Required profile

• Minimum university degree
• CISI Level 1 and 2 (mandatory)
• ICIFA or CFA certification is an added advantage
• Extensive experience engaging affluent and high-net-worth clients
• Strong analytical, communication and executive presence

Required skills

• Knowledge of investment products, portfolio construction and asset allocation
• Understanding of regulatory, conduct, suitability and risk management requirements
• Investment research and fund selection
• Client pitching and relationship management

The position is advertised by Corporate Staffing Services on behalf of Standard Chartered Bank; interested candidates can apply through the recruiter's application link.