Senior Investment Manager , UHNW , Chartered Wealth Manager , Family Office

The Senior Investment Manager role will work closely with a Senior Investment Director managing a significant sized client book of UHNW Private Client portfolios on a Bespoke & Advisory basis.

The Senior Investment Manager will focus on Client Relationship Management and will be confident in preparing and presenting to prospective UHNW clients, managing their Investment Portfolios and building client relationships.

The Senior Investment Manager will be responsible for Multi Asset Class Portfolio construction and modelling and implementation of Private client’s investment strategy.

Be responsible for investment strategy for bespoke large and complex Advisory clients, and ensure sufficient knowledge of these bespoke strategies to provide holistic portfolio advice

The Senior Investment Manager will have a strong interest in investment research and an understanding of macro-economics, working with the Investment Research team but also when required carrying out independent research and providing investment recommendation to clients.

The Candidate

6-10 years Private Wealth Investment Management experience – managing investment client portfolios (UHNW / HNW)

Level 6/7 qualified – Chartered Wealth Manager, PCIAM or CFA Charterholder

Ability to advise UK HNW clients on securities and derivatives, and holds SPS

Degree qualification or equivalent

Strong knowledge of financial markets and Multi asset classes

Experience in researching and analysing investments