At a Glance
- Tasks: Manage investment portfolios and provide tailored advice to clients.
- Company: Join Lombard Odier, a leading global wealth manager focused on sustainable investing.
- Benefits: Enjoy a diverse and inclusive work environment with opportunities for personal growth.
- Other info: Fluency in English is essential; knowledge of additional languages is a plus.
- Why this job: Be part of a renowned firm that values innovation and excellence in finance.
- Qualifications: University degree or diploma in Investment; 6-8 years of portfolio management experience required.
The predicted salary is between 43200 - 72000 £ per year.
A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents.
Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today.
With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions.
“Rethink Everything” is our philosophy – it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients.
Portfolio Manager
We have strong ambitions for the UK market, which is one of the most strategic and rapidly growing markets within our Group. Within this context, we are looking for a Discretionary Portfolio Manager, based in London:
YOUR ROLE:
Offer relationship managers and private clients investment advice and proactive portfolio managementContribute to the development of our investment offering across multi-asset and international discretionary and advisory portfolios through investment advice aligned with the Bank\'s investment strategyManage and Implement the Investment strategy in discretionary portfolios within client constraints, with a focus on UK clients and UK fiscally efficient investmentsMaintain a high degree of knowledge on assets, investment strategy and UK fiscally efficient portfolio management and advice.Provide reporting on accounts as well as investment proposals (clients and prospects)Follow-up of actions/options/ investment funds/ structured products proposed on the list recommended by the Bank.Participation in the development of Portfolio Management tools for improved efficiencyYOUR PROFILE:
University education and/or recognized diploma in Investment (CFA/CIIA)Minimum 6 to 8 years of experience in Portfolio management in a Private Bank (discretionary), a UK environment would be a plusRDR Level 6 minimumVery good knowledge of asset allocations and Portfolio managementExcellent customer presentation and communication skillsAbility to acquire and share skillsAbility to take decisions, flexibility and autonomyGood knowledge of Excel and PowerPoint Fluent English mandatory, French or any another language would be an assetOur Maison’s DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication.
As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison’s DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.
It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
Discretionary Portfolio Manager in Slough employer: Lombard Odier
Lombard Odier is an exceptional employer, offering a dynamic and inclusive work culture that prioritises employee growth and development. With a strong commitment to sustainable investing and a focus on innovation, employees in London benefit from a collaborative environment where diverse perspectives are valued, alongside opportunities for professional advancement through tailored upskilling programmes. Joining our team means being part of a prestigious firm with a rich history and a forward-thinking approach to wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Discretionary Portfolio Manager in Slough
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Lombard Odier, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Lombard Odier.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Lombard Odier.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Lombard Odier, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Discretionary Portfolio Manager in Slough
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Lombard Odier want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Lombard Odier.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Lombard Odier will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Lombard Odier. Numbers speak louder than words!
How to prepare for a job interview at Lombard Odier
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Lombard Odier want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withLombard Odier.
