Portfolio Manager (Private Wealth / UHNWI)

Core-Asset Consulting Ltd; London; On-site; GBP 80,000 - 120,000; Full time

Job summary

A prestigious private wealth management firm in London is seeking a VP - Investments / Portfolio Manager. This role involves managing portfolios, conducting fund research, and interacting directly with clients. Candidates should possess significant investment experience, ideally across multiple asset classes, and progress towards UK investment qualifications.

Benefits

Highly competitive compensation structure

Wider benefits package

Qualifications

• Extensive experience in multi-asset fund research and portfolio construction.
• Experience in direct client management and communication.
• Strong background in managing portfolios for private clients.

Responsibilities

• Assist the Head of Investments in portfolio management.
• Ensure portfolios meet risk mandates and investment objectives.
• Conduct fund research and provide asset allocation recommendations.

Skills

Fund Research

Portfolio Construction

Asset Allocation

Client Facing Skills

Technical Investment Experience

Education

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

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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