Director, Client Portfolio Manager, UHNW Director, Client Portfolio Manager, UHNW …

F&L Search
à Londres, Angleterre, Royaume-Uni
CDI, Plein-temps
Dernière candidature, 23 janv. 21
£70,000 - £100,000 base
F&L Search
à Londres, Angleterre, Royaume-Uni
CDI, Plein-temps
Dernière candidature, 23 janv. 21
£70,000 - £100,000 base
Diffusée par:
Rob Farenden • Director
Diffusée par:
Rob Farenden
Director
Leading wealth manager that services the top end of the HNW space. The role spans a wide range of responsibilities including managing client relationships, portfolio implementation and assisting with business development. Require 5-7+ years experience in a similar client focussed role in the wealth space.

Responsibilities: 

  • Managing complex portfolio structures, potentially across multiple jurisdictions, utilising both liquid and illiquid investment strategies
  • Working with clients and their advisers to ensure a high level of service
  • Preparing presentations, proposals and analytical information to an excellent standard
  • Marketing the firm and preparing proposal documents for potential clients
  • Executing transactions and liaising with third party custodians
  • Keeping up to date with economic and market data
  • Supporting and mentoring junior portfolio managers within the team Collaborating.

Skills & Experience:

  • 5-7+ years experience
  • Excellent verbal and written communication skills  
  • Demonstrable experience of building rapport and interacting with clients effectively
  • An interest in performing a critical role while learning in a fast-paced, highly skilled environment
  • Ability to work under pressure
  • A track record of building strong working relationships both internally and externally
  • Flexible, able to work autonomously as well as take direction as needed
  • Strong numerical ability and high attention to detail
  • Knowledge of both public market and private market investments helpful
  • Knowledge of Microsoft Office including Word, PowerPoint and Excel (Bloomberg and Morningstar also useful)
  • Client Dealing Function under the FCA’s Senior Managers and Certification Regime (“SMCR”)
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