Senior Investment Manager , UHNW , Chartered Wealth Manager , Family Office | London, UK

JJ Search; London; On-site; GBP 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Senior Investment Manager to oversee UHNW client portfolios. This role involves managing client relationships, constructing multi-asset class portfolios, and providing holistic investment advice. The ideal candidate will have a strong background in investment management, a passion for research, and the ability to analyze financial markets. Join a dynamic team and contribute to shaping investment strategies that cater to high-net-worth clients, ensuring their portfolios are well-managed and aligned with their financial goals. If you're ready to elevate your career in wealth management, this opportunity is for you.

Qualifications

• 6-10 years of experience in private wealth investment management.
• Ability to advise on securities and derivatives, holding SPS.

Responsibilities

• Manage UHNW Private Client portfolios on a bespoke and advisory basis.
• Prepare and present investment strategies to prospective clients.

Skills

Client Relationship Management

Investment Portfolio Management

Investment Research

Multi-Asset Class Knowledge

Macroeconomics Understanding

Education

Chartered Wealth Manager

PCIAM

CFA Charterholder

Degree Qualification

Job description

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

The Senior Investment Manager will work closely with a Senior Investment Director, managing a significant client book of UHNW Private Client portfolios on a bespoke and advisory basis.

The role focuses on client relationship management, including preparing and presenting to prospective UHNW clients, managing their investment portfolios, and building strong client relationships.

Responsibilities include multi-asset class portfolio construction, modeling, and implementing private clients' investment strategies.

Ensure the investment strategies for large and complex advisory clients are well-managed, with sufficient knowledge to provide holistic portfolio advice.

The Senior Investment Manager should have a strong interest in investment research, an understanding of macroeconomics, and the ability to work with the Investment Research team or conduct independent research to provide investment recommendations.

The Candidate

• 6-10 years of private wealth investment management experience, managing UHNW/HNW client portfolios.
• Level 6/7 qualification – Chartered Wealth Manager, PCIAM, or CFA Charterholder.
• Ability to advise UK HNW clients on securities and derivatives, holding SPS.
• Degree qualification or equivalent.
• Strong knowledge of financial markets and multi-asset classes.
• Experience in researching and analyzing investments.

Boost Your Career

Find thousands of job opportunities by signing up to eFinancialCareers today.