At a Glance
- Tasks: Lead fixed income investment strategies and manage client portfolios for high net worth individuals.
- Company: Join a growing London-based Private Bank focused on innovative investment solutions.
- Benefits: Enjoy competitive salary, potential for remote work, and opportunities for professional growth.
- Why this job: Be part of a dynamic team shaping the future of wealth management with significant investment backing.
- Qualifications: 10-20+ years in private banking or wealth management with deep fixed income expertise required.
- Other info: Collaborate with top investment professionals and make a real impact in clients' financial success.
The predicted salary is between 72000 - 108000 £ per year.
IGA Talent Solutions are partnered with a London based Private Bank, who are about to receive a significant investment to grow their business further.
Three years ago, the bank launched a new investment service to complement their financial planning offering, allowing their high net worth clients to grow their money further, alongside their day to day banking and mortgages. This area has been identified as a key pillar in the development of the firm and will receive a good portion of the inbound investment.
Offering both investment advisory and investment management services, the team provides tailored, multi-asset investment solutions that allow clients to achieve their financial goals. Generally using a passive approach to investing and blending tracker funds from some of the world's best known investment managers, our client provides a low cost, effective investment portfolio with good liquidity to its customer base. For those wishing to take a more active approach, they can help select best in class third party fund managers, or individual securities, and build a diversified portfolio, suitable for both long term and short term investing.
As AUM inflow is increasing, our client is looking to add further breadth and technical depth into the team and hire an asset class head to oversee all fixed income investment activity. The head of fixed income is an investment leadership position that covers the following:
- Fixed income product/proposition design and management
- Generating new investment ideas and opportunities
- Monitoring market events and regulation changes to identify opportunities and risks
- Analysis of individual securities (GILTs, inflation-linked, QCB) and selecting the most appropriate assets
- Advising external clients and internal teams as the fixed income specialist
- Collaborating with the wider investment leadership to best shape the fixed income portion of the investment portfolios
- Managing investment risk and adhering to compliance policies, working with specialists in each area
For this senior position, we are seeking candidates with:
- 10 - 20+ years of experience in private banking, wealth management, financial planning or another related field
- Deep experience in fixed income, either as an analyst, investment director, product strategist, portfolio manager, trader or similar
- Ability to take on a broad role, covering many aspects of the investment management process
- Good softer skills, collaborating well internally and effectively managing relationships with clients, communicating at all levels in appropriate terms
- Demonstrable technical skills in risk modelling and analysis
- Entrepreneurial flair, ambition and drive to build and create something special
If you’d be interested in finding out more about the position, please apply today or email jcraven@igatalent.com.
Head of Fixed Income - Private Wealth employer: IGA Talent Solutions
Contact Detail:
IGA Talent Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Fixed Income - Private Wealth
✨Tip Number 1
Network with professionals in the private banking and wealth management sectors. Attend industry events, webinars, or conferences where you can meet potential colleagues or mentors who can provide insights into the role and possibly refer you to opportunities.
✨Tip Number 2
Stay updated on the latest trends and regulations in fixed income investments. Subscribe to relevant financial news outlets and join online forums to discuss market changes, which will help you demonstrate your knowledge during interviews.
✨Tip Number 3
Prepare to showcase your leadership skills and experience in managing investment teams. Think of specific examples where you've successfully led projects or initiatives that resulted in significant outcomes, as this will be crucial for a senior position.
✨Tip Number 4
Research the specific private bank and its investment philosophy. Understanding their approach to fixed income and how they differentiate themselves in the market will allow you to tailor your discussions and show genuine interest in their operations.
We think you need these skills to ace Head of Fixed Income - Private Wealth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in private banking, wealth management, and fixed income. Emphasise your leadership roles and any specific achievements that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Discuss your experience in fixed income and how it relates to the bank's investment strategies. Be sure to mention your ability to collaborate and manage client relationships.
Highlight Technical Skills: In your application, clearly outline your technical skills in risk modelling and analysis. Provide examples of how you've applied these skills in previous roles to demonstrate your expertise.
Showcase Your Entrepreneurial Spirit: Mention any initiatives you've led or innovative ideas you've implemented in past positions. This will help convey your ambition and drive to contribute to the growth of the firm.
How to prepare for a job interview at IGA Talent Solutions
✨Showcase Your Expertise
With 10-20 years of experience required, it's crucial to highlight your deep knowledge in fixed income. Prepare specific examples of past roles where you've successfully managed fixed income products or strategies.
✨Demonstrate Leadership Skills
As this is a senior position, be ready to discuss your leadership style and how you've previously led teams or projects. Share instances where you've collaborated with others to achieve investment goals.
✨Stay Updated on Market Trends
Given the importance of monitoring market events and regulations, make sure to research current trends in fixed income markets. Be prepared to discuss how these trends could impact investment strategies.
✨Communicate Effectively
Strong communication skills are essential for this role. Practice articulating complex financial concepts in simple terms, as you'll need to advise both clients and internal teams effectively.