Head of Investment Strategist (PFS)
Core
Design and deliver comprehensive wealth strategies covering investments, portfolio diversification, legacy and protection planning for high-net-worth clients.
Role type
Senior IC Head of Investment Strategist (Wealth Advisory)
Builds
Tailored wealth solutions across funds, bonds, structured investments, FX and protection
Domain
Banking / Wealth Management / Investment Strategy
Deliverable
client delivery
Required skills
Investment strategy, portfolio management, macroeconomics, market trend analysis, financial roadmapping, data-driven decision making, client acquisition, regulatory compliance, leadership and mentoring
Preferred skills
Thought leadership, cross-functional collaboration, complex financial concept simplification
Technologies
Advanced portfolio analytics, asset allocation frameworks, advisory tools
Responsibilities
Design and deliver comprehensive wealth strategies; Lead high-impact client conversations and drive new-to-wealth acquisition; Partner with teams to deliver tailored wealth solutions; Oversee portfolio monitoring and rebalancing; Drive revenue growth and segment strategy; Ensure adherence to regulatory guidelines and suitability standards; Coach and mentor RMs and wealth strategists
Seniority
Senior, hands-on IC with leadership responsibilities