Portfolio Wealth Specialist Job Standard Chartered Bank

Job description

Finance Jobs, Standard Chartered Bank Jobs. Portfolio Wealth Specialist manages investment portfolios, requires a University Degree, mandatory CISI Level 1 & 2, with ICIFA/CFA certifications as an added advantage. Full-time role in Nairobi.

Job Summary

• As an individual contributor, provide specialist investment advice and portfolio solutions that help clients grow, protect and diversify their wealth. Partner with Relationship Managers to understand client objectives, risk appetite, liquidity needs and investment horizons, and translate the SC Wealth Select framework and CIO views into suitable, actionable recommendations that deliver strong client and business outcomes.

Key Responsibilities

Portfolio Management

• Provide specialist investment advice to clients and Relationship Managers, ensuring recommendations are aligned to client objectives, risk appetite, suitability requirements, and long-term wealth goals.
• Analyse client portfolios, explain performance and market developments, identify portfolio gaps, and recommend appropriate investment, diversification, and rebalancing strategies.
• Conduct periodic portfolio reviews and deliver market, product, and investment updates through both physical and virtual channels.
• Act as a trusted portfolio specialist and sounding board for clients and Relationship Managers, including evaluating competitor proposals and alternative investment opportunities.
• Support clients in building well-diversified local and foreign currency portfolios across multiple asset classes.

Business Growth & Client Engagement

• Drive growth in investment assets, foreign currency portfolios, recurring income, and overall share of wallet through proactive identification of suitable investment opportunities.
• Develop tailored investment solutions that meet client needs while delivering fair client outcomes and sustainable business growth.
• Support New-to-Investment and New-to-Product acquisition and deepen existing client relationships.
• Conduct client events, investment seminars, market briefings, and portfolio review discussions to increase client engagement and investment penetration.
• Partner with Relationship Managers in client acquisition, co-marketing initiatives, and opportunity conversion activities.

Solution Development & Stakeholder Management

• Collaborate with Product Managers and internal stakeholders to develop and deliver appropriate investment solutions aligned to client requirements.
• Leverage the broader Standard Chartered platform to identify wealth solutions that address complex client needs.
• Provide timely market intelligence, investment insights, and actionable recommendations to clients and frontline teams.
• Conduct investment coaching, daily market calls, and capability-building sessions for Relationship Managers across segments.

Risk, Compliance & Governance

• Ensure all recommendations comply with suitability, regulatory, conduct, and internal policy requirements.
• Maintain the highest standards of client due diligence, Anti-Money Laundering (AML), and Know Your Customer (KYC) compliance.
• Ensure timely and accurate execution of client investment transactions and provide regular updates on transaction status.
• Adhere to all trading, governance, and operational risk procedures while escalating and resolving client issues and trade disputes promptly.
• Proactively identify, manage, escalate, and mitigate conduct, compliance, financial crime, operational, and reputational risks.

Regulatory & Business Conduct

• Demonstrate exemplary conduct and uphold the Group’s Values, Code of Conduct, and Conduct Principles.
• Ensure adherence to all applicable regulatory requirements, including CBK, CMA, and internal governance standards.
• Support fair client outcomes through responsible advisory practices and effective management of risk and compliance obligations.

Key Stakeholders

• Relationship Managers
• Segment and Hub Heads
• Wealth Management Product Team
• Product Managers
• Branch Managers and Frontline Teams
• Wealth Management Operations, COO and Support Functions
• Governance, Risk and Compliance Teams
• Marketing and Client Engagement Teams

Motivations

• Building trusted relationships and helping clients make confident decisions that grow, protect, and preserve their wealth for the future. 
• Using investment insight, curiosity, and creativity to solve complex financial challenges and create positive outcomes for clients. 
• Thrive in an environment where high performance, client focus, and responsible advice come together to make a lasting difference for both clients and the business

Skills and Experience

Must-have Skills

• Market Knowledge
• Relationship Management
• Regulatory Framework and Requirements
• Investment products experience

Other Skills

• Products and Processes
• Investment Research and Fund Selection
• Client Pitching
• Portfolio Construction and Asset Allocation

Key Experiences

• Demonstrated expertise in investment products, portfolio construction, strategic asset allocation, and the application of market insights to client portfolios.
• Proven track record in delivering sophisticated investment advice and portfolio recommendations that align client objectives, risk appetite, and long-term wealth outcomes.
• Strong analytical capability, including the ability to evaluate portfolio performance, assess investment opportunities, and translate complex market developments into actionable client strategies.
• Extensive experience engaging affluent and high-net-worth clients, building trusted relationships, and advising across a broad spectrum of wealth management needs.
• Strong executive presence and communication skills, with the ability to confidently present investment views and wealth solutions to clients, prospects, and larger audience forums.
• Demonstrated ability to influence client decisions and collaborate effectively with Relationship Managers and key stakeholders to deliver holistic client outcomes.
• Sound understanding of regulatory, conduct, suitability, and risk management requirements within a wealth management environment.
• Resilience and the ability to operate effectively in a fast-paced, high-performance environment while balancing commercial priorities with client interests and governance standards.

Qualifications

Certifications / Qualifications

• Holds a minimum University Degree
• CISI Level 1 and 2 (Mandatory)
• ICIFA/CFA certifications are an added advantage

Language

• English

How to Apply

Click here to apply