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For Companies At a Glance
- Tasks: Lead the creation and pitch of a new MPS platform for the IFA market.
- Company: Join a prestigious Global Private Bank with a strong reputation in wealth management.
- Benefits: Enjoy a highly competitive salary and opportunities for professional growth.
- Why this job: Be a key player in an innovative project with significant impact on the UK market.
- Qualifications: 7+ years in UK wealth management, expertise in portfolio management and fund selection required.
- Other info: Ideal for self-starters eager to shape a new business initiative from the ground up.
The predicted salary is between 54000 - 84000 £ per year.
Job Description
SALARY – HIGHLY COMPETITIVE
The Client
Our client is a long established and highly regarded Global Private Bank with an exciting new MPS Platform.
The Role
This is an excellent opportunity for a Senior charismatic individual with an entrepreneurial mindset to join a Global Private Bank to help create and pitch the new MPS platform to the IFA Market – a real growth and development opportunity at a Senior level.
This is a brand-new position acting as a Senior MPS Ambassador and working closely with the Head of MPS & Head of Portfolio Management with media opportunities to showcase the platform on channels like Asset TV and Citywire, having strong communicational skills to create key investment commentary on MPS.
The Senior Portfolio Manager will take responsibility for designing and Executing the Model Portfolios – Portfolio construction, implementing key Asset Allocation calls, working to group strategy and ensuring they fit the MPS solution.
The Senior Portfolio Manager is to complete fund research ensuring to cover any gaps where research across the globe does not create a direct advised platform available solution.
The Senior Portfolio Manager will confidentially work closely with Head of MPS and Head of Portfolio Management UK, taking responsibility for the Portfolio construction of the MPS, including Fund Selection specifically for the UK market, to develop and successfully deliver the new UK MPS business.
The Senior Portfolio Manager will have stand out knowledge of global markets and a keen interest in UK IFA market with a passion for creating innovative investment solutions for this market.
The Senior Portfolio Manager will be an extremely motivated self-starter that has confidence in planning, designing and contributing to a new business initiative from inception to launch and continued growth over the long term.
The Senior Portfolio Manager is to work with client facing teams both in marketing and communications to help build the internal and external narrative across all stakeholder groups, as well as supporting the Head of MPS and the Business Development Managers.
The Candidate
Minimum 7 years of experience in UK wealth management, with a focus on managed portfolios solutions, portfolio management, Fund Research and Selection.
Strong understanding of investment products, asset allocation strategies and portfolio management processes
Proven experience in developing and implementing model portfolios
Proven experience in fund research due diligence and fund selection processes
Knowledge of fund research analytical tools and systems (e.g. Morningstar, Bloomberg, Style Research or similar)
Programming skills in VBA, R, Matlab or similar an advantage but not essential
Demonstratable track record of engagement with IFAs, media and trade press
Strong project management and organisational skills
Senior Portfolio Manager , New MPS Platform , Fund Selection , Global Private Bank employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Portfolio Manager , New MPS Platform , Fund Selection , Global Private Bank
✨Tip Number 1
Make sure to showcase your entrepreneurial mindset during the interview. Share specific examples of how you've successfully launched or contributed to new initiatives in your previous roles, especially in wealth management.
✨Tip Number 2
Prepare to discuss your experience with fund research and selection in detail. Be ready to explain your approach to portfolio construction and how you ensure alignment with group strategy.
✨Tip Number 3
Highlight your communication skills by preparing a mock pitch for the new MPS platform. This will demonstrate your ability to engage with stakeholders and convey complex investment concepts clearly.
✨Tip Number 4
Familiarize yourself with the latest trends in the UK IFA market. Being able to discuss current market conditions and how they impact investment strategies will show your deep understanding of the sector.
We think you need these skills to ace Senior Portfolio Manager , New MPS Platform , Fund Selection , Global Private Bank
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in UK wealth management, particularly in managed portfolio solutions and fund research. Use specific examples that demonstrate your expertise in portfolio construction and asset allocation strategies.
Craft a Compelling Cover Letter: Write a cover letter that showcases your entrepreneurial mindset and charisma. Explain why you are excited about the opportunity to contribute to the new MPS platform and how your background aligns with the role's requirements.
Highlight Relevant Skills: Emphasize your strong understanding of investment products and portfolio management processes. If you have experience with analytical tools like Morningstar or Bloomberg, make sure to mention it, as well as any programming skills that could be beneficial.
Showcase Communication Abilities: Since the role involves creating key investment commentary and working with client-facing teams, highlight your strong communication skills. Provide examples of how you've successfully engaged with IFAs, media, or trade press in the past.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Showcase Your Entrepreneurial Mindset
Since this role requires a charismatic individual with an entrepreneurial spirit, be prepared to discuss your past experiences where you took initiative or led projects. Highlight any innovative solutions you've created in previous roles.
✨Demonstrate Strong Communication Skills
As the Senior Portfolio Manager will need to create key investment commentary and pitch the new MPS platform, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated complex financial concepts to different audiences.
✨Highlight Your Fund Research Expertise
Given the importance of fund research and selection in this role, come ready to discuss your experience with analytical tools like Morningstar or Bloomberg. Be specific about how you've used these tools to inform your investment decisions.
✨Prepare for Questions on Portfolio Management
Expect questions related to portfolio construction and asset allocation strategies. Be ready to explain your approach to developing model portfolios and how you ensure they align with group strategy and market needs.
