Private Client Portfolio Manager recruitment
Senior investments professional (CF 30 essential) with significant experience of discretionary asset management and investing across all asset classes sought by this prestigious global house. This is an extremely high profile and diverse client facing role requiring exposure to marketing and infrastructure in addition the pure investment piece.
Working within the private banking arm of the firm the successful candidate will be responsible for contributing to the ongoing development of investment capability, covering marketing and delivery aspects in addition to investing. This will involve developing strong client relationships, with both new and existing clients and internal stakeholders in order to ensure provision of a holistic investment service designed to both benefit the client and drive the firm’s revenue. Previous experience of managing money is essential and applicants will also be well versed in writing pitch solutions to raise new money, and able to add value to all areas of the private banking business,
Applicants will be FSA registered with superior academics and a proven track record of successful investment performance. In addition to first class technical skills and excellent global economic knowledge, the ability to communicate effectively with both colleagues and UHNW clients is essential and strong investment performance will be complemented by a commercial approach and commitment to client service delivery.