Rothstein Recruitment
Senior Portfolio Manager - Private Banking - Multi Asset
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Senior Portfolio Manager - Private Banking - Multi Asset
A leading international Private Bank and Wealth Manager is seeking a client-facing Senior Portfolio Manager to join its London investment team. This is a high-profile role for an experienced discretionary Portfolio Manager who is comfortable managing UHNW client portfolios, partnering closely with Relationship Managers and supporting both retention and new-business activity. You will be responsible for delivering high-quality multi-asset investment management, translating market views into appropriate client portfolios and acting as a trusted investment contact in client meetings, reviews and prospect discussions.
Key responsibilities
- Manage and oversee bespoke discretionary multi-asset portfolios for HNW and UHNW clients.
- Build strong relationships with clients, acting as a credible and confident investment specialist alongside Relationship Managers.
- Provide clear, commercially aware investment commentary across equities, fixed income, funds, FX, structured products, alternatives and cash.
- Translate house views, asset-allocation decisions and market developments into suitable client portfolio recommendations.
- Support Relationship Managers in client acquisition, prospect meetings, mandate conversion and retention of existing AUM.
- Lead or contribute to regular client portfolio reviews, investment updates and performance discussions.
- Ensure portfolios remain suitable for client objectives, risk profiles, liquidity requirements and investment constraints.
- Work closely with internal investment, product, trading and risk teams to deliver appropriate solutions for clients.
- Maintain high standards of governance, suitability, documentation and regulatory compliance.
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Main Requirements
- Proven experience as a discretionary Portfolio Manager, Investment Manager or Senior Investment Manager within Private Banking or Wealth Management.
- Strong multi-asset investment knowledge, including equities, fixed income, collective investments, FX, structured products, alternatives and cash.
- Credible client-facing experience with HNW and UHNW individuals, families, trusts, companies and similar private-client structures.
- Comfortable working closely with Relationship Managers and participating in client pitches, business-development meetings and asset-gathering activity.
- Able to explain investment positioning, portfolio decisions and market developments clearly to non-specialist clients.
- Commercially minded, with a clear understanding of client retention, mandate conversion and AUM growth.
- Relevant investment-management qualifications such as CISI, CFA, IMC or equivalent would be beneficial.
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Portfolio Management Investment Manager CISI Client Facing Multi Asset Fixed Income UHNW Private Bank Wealth Management Equities Discretionary
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