At a Glance
- Tasks: Manage discretionary portfolios and shape investment strategies for private clients.
- Company: Lulworth Investment Partners, a modern wealth management firm in London.
- Benefits: Competitive salary, professional growth, and a chance to influence company culture.
- Other info: Opportunity to work in a dynamic environment with significant career advancement.
- Why this job: Join a formative team and make a real impact in the investment world.
- Qualifications: 8+ years of private client portfolio experience and strong relationship-building skills.
The predicted salary is between 80000 - 120000 £ per year.
Lulworth Investment Partners in London is seeking an experienced Investment Director to help shape a modern discretionary investment management business at a formative stage. You will manage discretionary portfolios for private clients and contribute to the firm’s investment process, growth and culture.
The successful candidate will bring 8+ years’ private client portfolio experience, deep multi-asset investing knowledge, and a proven ability to grow client relationships.
Contact Details:
Lulworth Investment Partners Recruitment Team
We think you need these skills to ace Investment Director — Shape a Modern Wealth Manager in London
Discretionary Portfolio Management
Private Client Portfolio Experience
Multi-Asset Investing Knowledge
Client Relationship Management
Investment Process Contribution
Growth Strategy Development
Cultural Development in Investment Firms
