Portfolio Manager / Discretionary / Collective Funds / Private Bank recruitment
The Role:
The successful candidate will manage discretionary client investment portfolios using a wide range of instruments but primarily through the use of collective funds. Client base consists predominantly private clients and also some trusts, charities and pension funds.
Maintain client investment portfolios both in line with investment strategy and in line with the clients’ specific requirements as expressed by the clients’ Investment risk objectives.
Deliver portfolio investment performance that is consistent with the investment models.
Work closely with research analysts to identify attractive investment opportunities for the benefit of all clients.
Liaise with Private Bankers, when requested, in pitches to potential new clients.
Develop client relationships with clients who require non-complex, straightforward solutions, maintain an awareness of client circumstances and regularly review each client’s profile to ensure their changing needs are being met.
The Opportunity:
Fantastic company and brand to work for.
Bonus and benefits.
The Candidate:
RDR compliant.
5 years’ minimum experience managing money (funds).
Private Client experience.
Multi asset class knowledge.
Private Banking background.
Ability to liaise with clients.