At a Glance
- Tasks: Lead investment strategy and governance for a dynamic Model Portfolio Service.
- Company: Prominent UK wealth and investment manager with a strong reputation.
- Benefits: Competitive salary, professional development, and a chance to influence performance outcomes.
- Other info: Join a team with a broad and established fund range.
- Why this job: Shape investment strategies and mentor a team in a growing business.
- Qualifications: Experience in multi-asset portfolio management and strong communication skills.
The predicted salary is between 80000 - 100000 € per year.
A prominent UK wealth and investment manager is seeking a Portfolio Director to help lead its Model Portfolio Service (MPS). This role combines investment strategy, portfolio governance, risk oversight, and adviser engagement, with influence over proposition development and performance outcomes.
You’ll bring:
- Multi‑asset / MPS portfolio management experience
- Strong investment governance, investment risk, and regulatory knowledge
- Excellent adviser‑facing communication skills
- Experience of leading or mentoring a small team
- CFA or CWM (Level 7) preferred
This is an opportunity to work in a growing business with an MPS with a broad and established fund range.
Portfolio Director employer: Delectus Partners
As a leading UK wealth and investment manager, we pride ourselves on fostering a collaborative and innovative work culture that empowers our employees to excel. With a strong focus on professional development, we offer numerous growth opportunities, including mentorship and training programmes tailored for aspiring leaders in the financial sector. Join us in our vibrant office, where your contributions will directly impact our Model Portfolio Service and help shape the future of investment management.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Director
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management world and let them know you're on the hunt for a Portfolio Director role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet.
✨Tip Number 2
Prepare for those interviews by brushing up on your investment strategy knowledge. Be ready to discuss how you would approach portfolio governance and risk oversight, as well as share examples of your adviser engagement skills. We want you to shine!
✨Tip Number 3
Don’t forget to showcase your leadership experience! If you've led or mentored a team before, make sure to highlight this in conversations. It’s all about demonstrating that you can influence and develop others in the MPS space.
✨Tip Number 4
Apply through our website! We’ve got a range of opportunities that could be perfect for you. Plus, it’s a great way to ensure your application gets seen by the right people. Let’s get you that Portfolio Director role!
We think you need these skills to ace Portfolio Director
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Portfolio Director role. Highlight your multi-asset and MPS portfolio management experience, as well as your investment governance and risk knowledge. We want to see how your skills align with what we're looking for!
Showcase Your Communication Skills:Since this role involves adviser engagement, it's crucial to showcase your excellent communication skills. Use clear and concise language in your application to demonstrate how you can effectively engage with advisers and lead a team.
Highlight Leadership Experience:If you've led or mentored a team before, make sure to mention it! We value leadership experience, so share specific examples of how you've guided others and contributed to their success in your application.
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and we’ll be able to review your application more efficiently. Don’t miss out on this opportunity to join our growing business!
How to prepare for a job interview at Delectus Partners
✨Know Your Portfolio Inside Out
Make sure you’re well-versed in the specifics of the Model Portfolio Service (MPS) and the multi-asset strategies involved. Be ready to discuss how your previous experience aligns with their investment governance and risk oversight.
✨Showcase Your Communication Skills
Since this role involves adviser engagement, practice articulating complex investment concepts clearly and confidently. Prepare examples of how you've successfully communicated with advisers or clients in the past.
✨Demonstrate Leadership Experience
Be prepared to talk about your experience leading or mentoring teams. Share specific instances where your leadership made a positive impact on performance outcomes or team dynamics.
✨Stay Updated on Regulatory Knowledge
Brush up on the latest regulations affecting investment management. Being able to discuss current regulatory challenges and how they impact portfolio management will show that you’re proactive and knowledgeable.
