Discretionary Portfolio Manager – HNW Focus (Hybrid, London)

Discretionary Portfolio Manager – HNW Focus (Hybrid, London)

London Full-Time 54000 - 66000 £ / year (est.) Hybrid
BWD Search & Selection

At a Glance

  • Tasks: Manage discretionary portfolios and contribute to investment strategies for high-net-worth clients.
  • Company: Boutique wealth and investment management firm in Central London.
  • Benefits: Hybrid working, career development opportunities, and a dynamic work environment.
  • Other info: Collaborate with an international team and manage diverse client portfolios.
  • Why this job: Gain genuine responsibility and make a real impact in a growing firm.
  • Qualifications: Experience in investment management and strong analytical skills.

The predicted salary is between 54000 - 66000 £ per year.

BWD Search & Selection is supporting a London-based boutique wealth and investment management business to appoint an Investment Manager. The role offers genuine responsibility managing discretionary portfolios, contributing to investment strategy and career development in a growing firm. Based in Central London with hybrid working (four days in the office, remote options Monday/Friday), the successful candidate will manage diverse HNW/UHNW client portfolios and collaborate with an international team.

Discretionary Portfolio Manager – HNW Focus (Hybrid, London) employer: BWD Search & Selection

BWD is an exceptional employer for Pensions Governance Consultants, offering a hybrid working model that promotes work-life balance while allowing you to thrive in a rapidly growing sector. With competitive salaries and a strong focus on employee development, you will have ample opportunities to enhance your skills and advance your career within a supportive and dynamic work culture. Join us to be part of a team that values innovation and professional growth in the pensions governance landscape across the UK.

BWD Search & Selection

Contact Details:

BWD Search & Selection Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Discretionary Portfolio Manager – HNW Focus (Hybrid, London)

✨Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

✨Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

✨Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

✨Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like BWD Search & Selection. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Discretionary Portfolio Manager – HNW Focus (Hybrid, London)

Portfolio Management
Investment Strategy Development
Client Relationship Management
High Net Worth (HNW) Client Experience
Ultra High Net Worth (UHNW) Client Experience
Financial Analysis
Market Research

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to BWD Search & Selection.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on BWD Search & Selection's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at BWD Search & Selection

✨Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with BWD Search & Selection.

✨Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

✨Show Your Passion for Finance

Since this is a full-time position, employers at BWD Search & Selection will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

✨Network with Industry Professionals

Before your interview, reach out to current or former BWD Search & Selection employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.