Portfolio Wealth Specialist

Standard Chartered Bank Kenya Limited is a financial institution founded in 1911, operating in Nairobi, Kenya, and specializing in banking and financial services.

The Portfolio Wealth Specialist will act as an individual contributor, offering specialized investment advice and portfolio solutions to help clients expand, safeguard, and diversify their wealth. This role requires partnering with Relationship Managers to understand client objectives, risk tolerance, liquidity needs, and investment horizons. The specialist will then translate the SC Wealth Select framework and Chief Investment Officer (CIO) views into suitable, actionable recommendations designed to achieve strong client and business outcomes.

1. Provide expert investment advice to clients and Relationship Managers, ensuring alignment with client objectives, risk appetite, suitability, and long-term wealth goals.
2. Analyze client portfolios, explain performance and market developments, identify gaps, and recommend appropriate investment, diversification, and rebalancing strategies.
3. Conduct regular portfolio reviews and deliver market, product, and investment updates through various channels.
4. Serve as a trusted portfolio specialist for clients and Relationship Managers, evaluating competitor proposals and alternative investment opportunities.
5. Assist clients in building diversified local and foreign currency portfolios across multiple asset classes.
6. Drive growth in investment assets, foreign currency portfolios, recurring income, and overall client share of wallet by proactively identifying suitable investment opportunities.
7. Develop customized investment solutions that meet client needs while ensuring fair outcomes and sustainable business growth.
8. Support the acquisition of new investment clients and products, and deepen existing client relationships.
9. Organize client events, investment seminars, market briefings, and portfolio review discussions to enhance client engagement and investment penetration.
10. Partner with Relationship Managers in client acquisition, co-marketing, and opportunity conversion activities.
11. Collaborate with Product Managers and internal stakeholders to develop and deliver appropriate investment solutions tailored to client requirements.
12. Utilize the broader Standard Chartered platform to identify wealth solutions for complex client needs.
13. Provide timely market intelligence, investment insights, and actionable recommendations to clients and frontline teams.
14. Conduct investment coaching, daily market calls, and capability-building sessions for Relationship Managers across segments.
15. Ensure all recommendations comply with suitability, regulatory, conduct, and internal policy requirements.
16. Maintain high standards of client due diligence, Anti-Money Laundering (AML), and Know Your Customer (KYC) compliance.
17. Ensure timely and accurate execution of client investment transactions and provide regular updates on transaction status.
18. Adhere to all trading, governance, and operational risk procedures, promptly escalating and resolving client issues and trade disputes.
19. Proactively identify, manage, escalate, and mitigate conduct, compliance, financial crime, operational, and reputational risks.
20. Demonstrate exemplary conduct and uphold the Group’s Values, Code of Conduct, and Conduct Principles.
21. Ensure adherence to all applicable regulatory requirements, including CBK, CMA, and internal governance standards.
22. Support fair client outcomes through responsible advisory practices and effective management of risk and compliance obligations.

1. Strong market knowledge.
2. Excellent relationship management abilities.
3. Understanding of regulatory frameworks and requirements.
4. Extensive experience with investment products.
5. Proficiency in products and processes.
6. Ability to conduct investment research and fund selection.
7. Strong client pitching skills.
8. Expertise in portfolio construction and asset allocation.
9. Demonstrated expertise in investment products, portfolio construction, strategic asset allocation, and applying market insights to client portfolios.
10. Proven track record in delivering sophisticated investment advice and portfolio recommendations aligned with client objectives, risk appetite, and long-term wealth outcomes.
11. Strong analytical capability, including evaluating portfolio performance, assessing investment opportunities, and translating complex market developments into actionable client strategies.
12. Extensive experience engaging affluent and high-net-worth clients, building trusted relationships, and advising on a broad spectrum of wealth management needs.
13. Strong executive presence and communication skills, with the ability to confidently present investment views and wealth solutions to various audiences.
14. Demonstrated ability to influence client decisions and collaborate effectively with Relationship Managers and key stakeholders for holistic client outcomes.
15. Sound understanding of regulatory, conduct, suitability, and risk management requirements within a wealth management environment.
16. Resilience and ability to operate effectively in a fast-paced, high-performance environment while balancing commercial priorities with client interests and governance standards.
17. Minimum University Degree.
18. CISI Level 1 and 2 (Mandatory).
19. ICIFA/CFA certifications are an added advantage.
20. Proficiency in English.