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Portfolio Wealth Specialist at Standard Chartered Bank Kenya
JobSearch
Nairobi 🇰🇪 Kenya
Posted 4 days ago (23 Oct 2026) Deadline: 5 Nov 2026 Updated about 4 hours ago
Job Description
The Portfolio Wealth Specialist acts as an investment advisor, delivering tailored portfolio solutions to high‑net‑worth clients and supporting Relationship Managers in achieving wealth‑management objectives. Responsibilities include analyzing client portfolios, providing market updates, recommending diversification strategies, and conducting regular reviews. The role demands strong analytical capabilities and deep knowledge of investment products.
Qualifications & Requirements
- • Bachelor’s degree (BA/BSc/HND) in finance, economics, or a related field
- • Professional certification in wealth management or investment advisory (preferred)
- • Proven experience in portfolio management and investment advisory
- • Strong analytical and communication skills
Required Skills
Responsibilities
- • Provide specialist investment advice aligned with client objectives, risk appetite, and wealth goals
- • Analyse client portfolios, explain performance, and identify gaps
- • Recommend diversification, rebalancing, and appropriate investment strategies
- • Conduct periodic portfolio reviews and deliver market and product updates via physical and virtual channels
- • Serve as a trusted sounding board for clients and Relationship Managers, evaluating competitor proposals
- • Support clients in building well‑diversified local and global investment portfolios