At a Glance
- Tasks: Manage discretionary portfolios and deliver tailored investment solutions for high-net-worth clients.
- Company: Bayford Hale, a leading firm in private wealth management.
- Benefits: Hybrid working, clear pathways to leadership, and opportunities for professional growth.
- Other info: Mentorship opportunities and a focus on governance and business growth.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Experience in investment management and strong collaboration skills.
The predicted salary is between 60000 - 80000 £ per year.
Bayford Hale is seeking an experienced investment professional to manage discretionary portfolios for HNW and UHNW clients in Bristol, with a hybrid working arrangement and clear pathways to senior leadership based on experience. You will collaborate with Private Bankers and Financial Planners to deliver tailored investment solutions, uphold rigorous governance, and contribute to ongoing business growth while mentoring colleagues.
We think you need these skills to ace Senior Investment Manager – Private Wealth (Hybrid)
Portfolio Management
Discretionary Investment Management
Client Relationship Management
Governance
Financial Planning
Investment Strategy Development
Mentoring
