JJ SEARCH LIMITED
Portfolio Manager , Private Bank , Client Facing , Level 6
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The Company:
A leading Private Bank with a focus on servicing and advising ultra high net-worth private clients and is a highly recognised brand in Global Wealth Management.
The Role:
The Portfolio Manager is an integral part of the UK discretionary offering within the Global Private Bank and the role will be primarily managing client discretionary multi asset portfolios whilst also supporting the team in whatever way necessary to ensure clients’ needs are met.
- Key Responsibilities:
- Work closely with Relationship Managers within the Private Bank, facing off to Private Clients.
- Be accountable for the management of portfolios in accordance with the Portfolio Management strategy - to achieve investment objectives agreed with clients.
- Ensure that all portfolios are managed in accordance with the client’s objectives.
- Be accountable for Implementation of investment decisions (trade execution) and cash & currency management.
- Develop and maintain relationships with Private Banking Relationship Managers to promote knowledge of, and trust in the discretionary proposition with a view to promoting internal referrals of business.
- Have good communication for both internal and external investment meetings across the business and with clients.
- Have active relationships with client advisors and clients including physical meetings and will coordinate a proactive strategy communication to RM and clients.
- Work within the framework of the Company investment process and UK investment process.
- Work at various levels on various projects to drive improvements in process.
- Play an active role in the growth of AUM across a variety of mandates (single asset and multi-asset mandates).
- Regular production of materials and involvement in investment meetings and reviews as required.
- Continuous monitoring of securities and restrictions within the portfolios.
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The Candidate:
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- 5-10 years Portfolio Management experience within Private Banking / Wealth Management
- PCIAM or level 6 qualified equivalent (chartered wealth manager or CFA)
- Strong client facing experience and presenting an investment narrative.
- Ability to explain complicated investment theses in a clear and simple way across a broad client base.
- A sales mindset and enthusiasm for client interaction.
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