Portfolio Manager (Private Wealth / UHNWI)

Core-Asset Consulting; London; On-site; GBP 70,000 - 110,000; Full time

Job summary

Une société de gestion de patrimoine à Londres recherche un VP - Investments / Portfolio Manager pour diriger la gestion de portefeuilles et s'assurer qu'ils respectent les mandats de risque et objectifs d'investissement. Ce poste requiert une expérience substantielle en recherche de fonds et en construction de portefeuilles dans le secteur privé. En plus de vos compétences techniques, votre capacité à interagir avec les clients est essentielle.

Benefits

Highly competitive compensation structure

Wider Benefits package

Qualifications

• Expérience en gestion de portefeuilles pour des clients directement.
• Connaissance des classes d'actifs multiples, y compris les alternatives.
• Idéalement, progrès significatif vers des qualifications d'investissement relevant du Royaume-Uni.

Responsibilities

• Assister le Responsable des investissements dans la gestion des portefeuilles.
• Gérer la recherche de fonds multi-actifs et la construction de portefeuilles clients.
• Interagir directement avec les clients et présenter des solutions d'investissement.

Skills

Portfolio Construction

Asset Allocation

Fund Research

Client Facing Skills

Education

Post-degree UK investment qualifications (CII, CISI, CFA)

Job description

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Location:

London, United Kingdom

Job Category:

Banking

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EU work permit required:

Yes

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Job Reference:

16001_1749490882

Job Views:

12

Posted:

09.06.2025

Expiry Date:

24.07.2025

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Job Description:

Do you have strong Fund Research, Portfolio Construction and Asset Allocation experience? Are you currently an investment analyst or investment manager in the Private Client space?

We have a great permanent opportunity available for a VP - Investments / Portfolio Manager to join a private wealth management firm in London.

In this role you will assist the Head of investments in ensuring portfolios are managed in accordance with the risk mandate, objectives and the firm’s investment proposition.

For this role, our client is looking for someone with great investment experience, preferably across multiple asset classes (including alternatives and private markets, structured products or real assets) at an established wealth manager or private client / private banking firm coupled with demonstrable experience of performing multi-asset fund research and private client portfolio construction and asset allocation, preferably with significant direct client contact. Client facing skills are essential in this role, but equally important is technical investment experience in terms of fund research etc. Ideally it will be someone who manages portfolio directly for clients, not through IFAs.

Ideally this role requires significant progress made in post-degree UK investment qualifications (CII, CISI or CFA routes) or eagerness to complete these.

Benefits:

* A highly competitive compensation structure
* Wider Benefits package



Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16001

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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