At a Glance
- Tasks: Manage bespoke multi-asset portfolios for high-net-worth clients and provide expert investment insights.
- Company: Join a leading international Private Bank and Wealth Manager in London.
- Benefits: Competitive salary, professional development, and the chance to work with UHNW clients.
- Other info: Collaborative environment with opportunities for career advancement and client relationship building.
- Why this job: Make a real impact by managing significant client portfolios and driving investment success.
- Qualifications: Proven experience in portfolio management and strong multi-asset investment knowledge required.
The predicted salary is between 80000 - 100000 £ per year.
A leading international Private Bank and Wealth Manager is seeking a client-facing Senior Portfolio Manager to join its London investment team. This is a high-profile role for an experienced discretionary Portfolio Manager who is comfortable managing UHNW client portfolios, partnering closely with Relationship Managers and supporting both retention and new-business activity. You will be responsible for delivering high-quality multi-asset investment management, translating market views into appropriate client portfolios and acting as a trusted investment contact in client meetings, reviews and prospect discussions.
Key responsibilities
- Manage and oversee bespoke discretionary multi-asset portfolios for HNW and UHNW clients.
- Build strong relationships with clients, acting as a credible and confident investment specialist alongside Relationship Managers.
- Provide clear, commercially aware investment commentary across equities, fixed income, funds, FX, structured products, alternatives and cash.
- Translate house views, asset-allocation decisions and market developments into suitable client portfolio recommendations.
- Support Relationship Managers in client acquisition, prospect meetings, mandate conversion and retention of existing AUM.
- Lead or contribute to regular client portfolio reviews, investment updates and performance discussions.
- Ensure portfolios remain suitable for client objectives, risk profiles, liquidity requirements and investment constraints.
- Work closely with internal investment, product, trading and risk teams to deliver appropriate solutions for clients.
- Maintain high standards of governance, suitability, documentation and regulatory compliance.
Main Requirements
- Proven experience as a discretionary Portfolio Manager, Investment Manager or Senior Investment Manager within Private Banking or Wealth Management.
- Strong multi-asset investment knowledge, including equities, fixed income, collective investments, FX, structured products, alternatives and cash.
- Credible client-facing experience with HNW and UHNW individuals, families, trusts, companies and similar private-client structures.
- Comfortable working closely with Relationship Managers and participating in client pitches, business-development meetings and asset-gathering activity.
- Able to explain investment positioning, portfolio decisions and market developments clearly to non-specialist clients.
- Commercially minded, with a clear understanding of client retention, mandate conversion and AUM growth.
- Relevant investment-management qualifications such as CISI, CFA, IMC or equivalent would be beneficial.
Senior Portfolio Manager - Multi-Asset - Wealth Management in London employer: Rothstein Recruitment
As a leading international Private Bank and Wealth Manager, we pride ourselves on fostering a dynamic and inclusive work culture in the heart of London. Our commitment to employee growth is evident through tailored development programmes and opportunities to engage with high-net-worth clients, ensuring that our team members thrive both professionally and personally. Join us to be part of a collaborative environment where your expertise in multi-asset investment management will be valued and rewarded.
