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- Tasks: Manage client portfolios, ensuring alignment with risk mandates and investment objectives.
- Company: Join a leading private wealth management firm in London, focused on high-net-worth individuals.
- Benefits: Enjoy a competitive salary and a comprehensive benefits package.
- Why this job: Be part of a dynamic team, making impactful investment decisions for clients.
- Qualifications: Experience in fund research and portfolio construction is essential; investment qualifications preferred.
- Other info: Open to all applicants, promoting diversity and inclusion in the workplace.
The predicted salary is between 43200 - 72000 £ per year.
Do you have strong Fund Research, Portfolio Construction and Asset Allocation experience? Are you currently an investment analyst or investment manager in the Private Client space?
We have a great permanent opportunity available for a VP – Investments / Portfolio Manager to join a private wealth management firm in London.
In this role you will assist the Head of investments in ensuring portfolios are managed in accordance with the risk mandate, objectives and the firm\’s investment proposition.
For this role, our client is looking for someone with great investment experience, preferably across multiple asset classes (including alternatives and private markets, structured products or real assets) at an established wealth manager or private client / private banking firm coupled with demonstrable experience of performing multi-asset fund research and private client portfolio construction and asset allocation , preferably with significant direct client contact.Client facing skills are essential in this role, but equally important is technical investment experience in terms of fund research etc.Ideally it will be someone who manages portfolio directly for clients, not through IFAs.
Ideally this role requires significant progress made in post-degree UK investment qualifications (CII, CISI or CFA routes) or eagerness to complete these.
Benefits:
- A highly competitive compensation structure
- Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16001
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we\’re committed to protecting and respecting your privacy.Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.We may change this policy from time to time, so please check this policy occasionally to ensure that you\’re happy with any changes.
By engaging with us (either by applying for a job we\’re advertising, registering through our website, or getting in touch with our business) you\’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.For further information, please refer to our full Privacy Statement available on our website
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
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Portfolio Manager (Private Wealth / UHNWI) employer: Core-Asset Consulting Ltd
Contact Detail:
Core-Asset Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager (Private Wealth / UHNWI)
✨Tip Number 1
Network with professionals in the private wealth management sector. Attend industry events, webinars, or local meetups to connect with individuals who can provide insights and potentially refer you to opportunities at firms like ours.
✨Tip Number 2
Stay updated on market trends and investment strategies relevant to UHNWI clients. This knowledge will not only enhance your discussions during interviews but also demonstrate your commitment to the role and the industry.
✨Tip Number 3
Prepare to discuss your direct client management experiences in detail. Highlight specific examples where you've successfully constructed portfolios or allocated assets, as this will showcase your suitability for a client-facing role.
✨Tip Number 4
Consider obtaining or progressing towards relevant UK investment qualifications like the CFA or CISI. This not only strengthens your application but also shows your dedication to professional development in the field.
We think you need these skills to ace Portfolio Manager (Private Wealth / UHNWI)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in fund research, portfolio construction, and asset allocation. Emphasise any roles where you've directly managed portfolios for clients, as this is crucial for the position.
Craft a Compelling Cover Letter: In your cover letter, explain why you're passionate about private wealth management and how your skills align with the firm's investment proposition. Mention specific experiences that demonstrate your client-facing skills and technical investment knowledge.
Highlight Relevant Qualifications: Clearly list any relevant qualifications you have, such as CII, CISI, or CFA. If you're currently pursuing these qualifications, mention your progress to show your commitment to professional development.
Showcase Your Client Interaction Experience: Since client-facing skills are essential for this role, provide examples of your direct interactions with clients. Discuss how you've built relationships and managed client expectations in previous roles.
How to prepare for a job interview at Core-Asset Consulting Ltd
✨Showcase Your Investment Knowledge
Be prepared to discuss your experience with fund research, portfolio construction, and asset allocation. Highlight specific examples from your previous roles that demonstrate your expertise in managing portfolios across multiple asset classes.
✨Demonstrate Client-Facing Skills
Since client interaction is crucial for this role, practice articulating how you have successfully managed client relationships in the past. Share anecdotes that illustrate your ability to communicate complex investment strategies clearly and effectively.
✨Highlight Relevant Qualifications
Make sure to mention any progress you've made towards UK investment qualifications like CII, CISI, or CFA. If you're currently pursuing these qualifications, express your eagerness to complete them and how they enhance your capabilities as a Portfolio Manager.
✨Understand the Firm's Investment Proposition
Research the private wealth management firm thoroughly before the interview. Familiarise yourself with their investment philosophy and risk mandates, so you can align your answers with their objectives and demonstrate your fit for the role.
