Portfolio Manager – Discretionary Investments recruitment
Role Responsibilities
- To assist Head of Discretionary Investments to manage portfolios and continue to develop the holistic discretionary investment programme for the clients.
- Active participation in local investment committees
- Assist in development of wider investment/service offering
- Development of new solutions and/or approaches to the business (e.g. building new aspects to the service)
- Demonstrate success in pitching to, and dealing with, very prestigious clients such as financial professionals, executives and UHNW individuals
• Help Growth in AUM profits from discretionary desk
• Liaison with Risk, Compliance teams and others to ensure robust procedures
Experience Requirements
• Demonstrable success in managing money gained from within an asset manager or private bank ideally across a range of asset classes
• Candidate to have successful experience communicating, dealing with, reporting to and pitching to high-level executives, financial professionals and UHNW individuals
• Demonstrable success in investment performance during career
• FSA registered, CF30 holder.
• A track record of raising new money (writing pitch solutions, face to face meetings when required)
• Comfortable dealing with key stakeholders across the business
Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted.