What is the opportunity?

As the Director, Senior Portfolio Specialist, you will prepare and implement discretionary investment strategies for clients, based on thorough analysis of their existing wealth, portfolios and their risk appetite, in accordance with relevant regulatory and compliance requirements.

What will you do?

• Work with Relationship Managers on discretionary accounts, developing bespoke discretionary investment solutions by translating high‑level house views into individual class allocations in Cash, Fixed Income, Equity, and Non‑Traditional Asset Classes.
• Attend client meetings with Relationship Managers to support acquisition of new discretionary prospects and increase AUM of existing discretionary clients.
• Conduct portfolio reviews and suggest discretionary mandate adjustments that help clients achieve performance objectives or manage their risks better.
• Support discretionary sales efforts from the s...