Wealth Portfolio builder
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Key skills for this role
About the Role
iKonsult Recruitment Solutions is seeking a Wealth Portfolio Builder for a role in Abu Dhabi. The position involves creating client portfolios based on risk profile, asset allocation, and investment goals.
Key Skills for This Role
Responsibilities
- Create portfolios for clients based on risk profile, asset allocation, investment goals, product suitability, market view
- Conduct portfolio reviews
Requirements
- Background in 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
- Crypto understanding is important
- Some client facing experience is preferred
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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