Wealth Portfolio builder
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Key skills for this role
About the Role
This is not a sales-heavy RM role and not a pure trading role The person should know how to create portfolios for clients based on: ✅ Risk profile ✅ Asset allocation ✅ Investment goals ✅ Product suitability ✅ Market view ✅ Portfolio reviews Ideal background: • Wealth Management / Private Banking / Family Office / Investment Advisory • Experience supporting RMs with portfolio proposals and recommendations • Strong understanding of mutual funds, PMS, AIFs, bonds,
Key Skills for This Role
Full Job Posting
Overview
- This is not a sales-heavy RM role and not a pure trading role
- The person should know how to create portfolios for clients based on:
- ✅ Risk profile
- ✅ Asset allocation
- ✅ Investment goals
- ✅ Product suitability
- ✅ Market view
- ✅ Portfolio reviews
- Ideal background:
- Wealth Management / Private Banking / Family Office / Investment Advisory
- Experience supporting RMs with portfolio proposals and recommendations
- Strong understanding of mutual funds, PMS, AIFs, bonds, equities, ETFs, structured products, etc.
- Crypto understanding is important — should follow or personally explore crypto as an asset class
- Basic trading knowledge is good, but the role is more about portfolio construction
- Some client-facing experience is preferred
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