Client Portfolio Manager recruitment

The company:

- The company is over 10 years old and focuses on a small number of ultra high networth families, endowments and institutions.

The role:

- The role will be evenly split between portfolio management, client relationship management and client servicing. Duties will include the following:

1. take part in meetings with new clients and formulate strategy and propose the relevant investment solutions.

2. Liaise with external advisors to the relationship.

3. Implementation of investment proposals.

4. participate in team discussions regarding investment strategy.

5.Finalise presentational material for client meetings.

6. Take part in portfolio construction meetings.

7. produce quarterly reports for clients.