UHNWI Portfolio Manager recruitment
The role requires the successful candidate to actively manage client portfolios and contribute to the marketing and sales effort via regular presentations and client meetings, supporting the Relationship Managers directly.
They will need to be able to research, analyse and develop their own investment ideas for client portfolios and discuss and justify them with their peers.
The successful candidate will have a good quality degree, have the IMC and be a CFA Charter holder. They will have demonstrated longevity in previous roles in recognised institutions and see this role as an opportunity to develop their career.
The successful candidate will be experienced in constructing portfolios to address various risk/reward requirements, monitoring, balancing portfolios and able to execute trades to maintain/change weightings in multi asset classes as markets or client needs change.
The mandates are mainly discretionary and biased toward equities and Fixed Income but multi asset class experience is required.
The portfolios are managed with a top down, absolute return stance and if this suits your outlook and you would enjoy working in a small, entrepreneurial, meritocratic team, light on bureaucracy and with a collegiate feel, please forward your details.
To apply for this position please contact Jeremy at Jeremy@coninghamlee.co.uk