Opportunity Description
We are seeking a commercially minded and client-focused Portfolio Specialist to support our consulting and white-labelled client base. This is a client-facing role at the intersection of investments, relationship management, and business growth. The successful candidate will act as the primary relationship lead for a portfolio of high-value advisory clients, partnering closely on portfolio strategy, implementation, and ongoing engagement.
This role requires someone who can confidently articulate investment thinking, translate complex market and portfolio concepts into clear client messaging, and proactively identify opportunities to deepen relationships and grow revenue. The individual will work closely with Investment, Sales, Product, and Marketing teams to deliver a high-quality and consistent client experience.
Key Responsibilities Serve as the primary day‑to‑day contact for consulting and white‑labelled clients, building strong, trusted relationships with advisers...Ready to Apply?
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