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- Tasks: Manage multi-asset portfolios and engage with ultra-high-net-worth clients.
- Company: Leading investment firm with a focus on independence and performance.
- Benefits: Competitive pay, long-term equity participation, and a supportive work environment.
- Why this job: Join a dynamic team and build wealth while making a real impact.
- Qualifications: Experience in portfolio management and strong client engagement skills.
- Other info: Clear path to equity for high performers in a collaborative setting.
The predicted salary is between 43200 - 72000 £ per year.
A leading investment firm seeks an experienced Senior Portfolio Manager to join its team focusing on multi-asset portfolios for ultra-high-net-worth families. This role involves portfolio construction, manager research, and client engagement, with a permanent, full-time structure. The position offers a clear path to equity for high performers in a genuinely independent environment. Competitive compensation includes long-term equity participation.
Senior Portfolio Manager - Multi-Asset with Equity Path employer: Stephenson Executive Search
Contact Detail:
Stephenson Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Portfolio Manager - Multi-Asset with Equity Path
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world and let them know you're on the lookout for opportunities. You never know who might have a lead on that perfect Senior Portfolio Manager role.
✨Tip Number 2
Prepare for those interviews by brushing up on your portfolio construction strategies and manager research techniques. We want you to showcase your expertise and confidence when discussing how you can add value to multi-asset portfolios.
✨Tip Number 3
Don’t forget to tailor your pitch! When you get the chance to meet potential employers, make sure to highlight your experience with ultra-high-net-worth families and how you can engage clients effectively. Show them you’re the right fit for their team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us. Let’s get you on the path to that equity participation!
We think you need these skills to ace Senior Portfolio Manager - Multi-Asset with Equity Path
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Senior Portfolio Manager role. Highlight your expertise in multi-asset portfolios and any relevant achievements to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about portfolio management and how your background makes you the perfect fit for our team. Be genuine and let your personality come through.
Showcase Your Client Engagement Skills: Since this role involves client engagement, share examples of how you've successfully built relationships with clients in the past. We want to see your ability to communicate effectively and understand client needs.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Stephenson Executive Search
✨Know Your Portfolio Inside Out
Before the interview, make sure you can discuss your previous portfolio management experiences in detail. Be ready to explain your investment strategies, how you constructed multi-asset portfolios, and the outcomes of your decisions. This will show your expertise and confidence in handling similar responsibilities.
✨Research the Firm's Values and Culture
Take some time to understand the investment firm's mission and values. Knowing their approach to client engagement and portfolio management will help you align your answers with what they’re looking for. It also shows that you’re genuinely interested in being part of their team.
✨Prepare Thoughtful Questions
Interviews are a two-way street, so prepare insightful questions about the firm’s investment philosophy, team dynamics, and growth opportunities. This not only demonstrates your interest but also helps you assess if the firm is the right fit for you.
✨Showcase Your Client Engagement Skills
Since this role involves working with ultra-high-net-worth families, be prepared to discuss your experience in client engagement. Share specific examples of how you've built relationships, understood client needs, and delivered tailored investment solutions. This will highlight your ability to connect with clients effectively.
