Discretionary Portfolio Manager

Lombard Odier; London; On-site; GBP 70,000 - 100,000; Full time

Job summary

A renowned global asset manager is seeking a Discretionary Portfolio Manager based in London. This role involves offering investment advice, managing discretionary portfolios, and focusing on UK clients. Candidates should have a university education in investment, relevant experience, and strong communication skills. The company promotes a diverse and inclusive work environment.

Qualifications

• 6 to 8 years of experience in portfolio management in a private bank.
• Fluent in English; French or other languages are assets.
• RDR Level 6 minimum.

Responsibilities

• Offer investment advice and proactive portfolio management.
• Contribute to the development of investment offerings.
• Manage and implement investment strategy in discretionary portfolios.

Skills

Investment advice

Portfolio management

Customer communication skills

Excel proficiency

Knowledge of asset allocations

Education

University education or recognized diploma in Investment (CFA/CIIA)

Tools

Excel

PowerPoint

Job description

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.

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:

1. Offer relationship managers and private clients investment advice and proactive portfolio management
2. Contribute 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 strategy
3. Manage and implement the investment strategy in discretionary portfolios within client constraints, with a focus on UK clients and UK fiscally efficient investments
4. Maintain a high degree of knowledge on assets, investment strategies, and UK fiscally efficient portfolio management and advice
5. Provide reporting on accounts as well as investment proposals (clients and prospects)
6. Follow-up of actions/options/investment funds/structured products proposed on the list recommended by the Bank
7. Participate in the development of portfolio management tools for improved efficiency

YOUR PROFILE:

1. University education and/or recognized diploma in Investment (CFA/CIIA)
2. Minimum 6 to 8 years of experience in portfolio management in a private bank (discretionary), UK experience would be a plus
3. RDR Level 6 minimum
4. Very good knowledge of asset allocations and portfolio management
5. Excellent customer presentation and communication skills
6. Ability to acquire and share skills
7. Decision-making ability, flexibility, and autonomy
8. Good knowledge of Excel and PowerPoint
9. Fluent English mandatory; French or other languages are assets

Our 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. Diversity, Equity, and Inclusion are woven into our Maison's DNA, and we strive to ensure our employees can fulfill both personal and professional aspirations through internal mobility and upskilling programs. We believe that building diverse teams contributes to our success, and 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.