Senior Investment Manager , UHNW , Chartered Wealth Manager , Family Office

JJ SEARCH LIMITED; Greater London; On-site; GBP 70,000 - 100,000; Full time

Job summary

A leading company in the financial services sector is seeking a Senior Investment Manager to manage UHNW client portfolios. The role involves client relationship management, investment strategy formulation, and independent research. Ideal candidates will have extensive experience in private wealth investment management and relevant qualifications.

Qualifications

• 6-10 years Private Wealth Investment Management experience.
• Ability to advise UK HNW clients on securities and derivatives.

Responsibilities

• Managing a significant client book of UHNW Private Client portfolios.
• Responsible for Multi Asset Class Portfolio construction and investment strategy.

Skills

Client Relationship Management

Investment Research

Financial Markets

Education

Degree qualification or equivalent

Chartered Wealth Manager

CFA Charterholder

Job description

Senior Investment Manager, UHNW, Chartered Wealth Manager, Family Office

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Base pay range

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Managing Director at JJ Search Ltd - specialist Recruitment for the Asset Management, Private Wealth & Banking industry - junior, mid-level and…

The Senior Investment Manager role will work closely with a Senior Investment Director managing a significant client book of UHNW Private Client portfolios on a Bespoke & Advisory basis.

The Senior Investment Manager will focus on Client Relationship Management, preparing and presenting to prospective UHNW clients, managing their Investment Portfolios, and building client relationships.

The Senior Investment Manager will be responsible for Multi Asset Class Portfolio construction, modelling, and implementation of Private client’s investment strategy.

Be responsible for investment strategy for bespoke large and complex Advisory clients, and ensure sufficient knowledge of these bespoke strategies to provide holistic portfolio advice.

The Senior Investment Manager will have a strong interest in investment research and an understanding of macro-economics, working with the Investment Research team but also conducting independent research and providing investment recommendations to clients.

The Candidate

• 6-10 years Private Wealth Investment Management experience – managing investment client portfolios (UHNW / HNW)
• Level 6/7 qualified – Chartered Wealth Manager, PCIAM, or CFA Charterholder
• Ability to advise UK HNW clients on securities and derivatives, and holds SPS
• Degree qualification or equivalent
• Strong knowledge of financial markets and Multi asset classes
• Experience in researching and analysing investments

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Analyst, Management, and Finance

Industries

• Investment Management, Investment Advice, and Financial Services

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Location: Greater London, England, United Kingdom — 3 weeks ago

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