A growing private banking group requires an additional Private Client Portfolio Manager at Assistant Director level.
The role:
- Manage client portfolios (approximately 100 clients) across all asset classes, as a member of the asset allocation, stock selection, hedge, fixed interest and manager selection committees.
- Contribute to strategic and tactical asset allocation decisions.
- Contribute to the sales and marketing efforts through regular research and presentations.
- Analyse and develop investment ideas for client portfolios and group funds.
- Maintain relationships with clients and support Relationship Managers.
The person:
- Must have proven experience in this field. Several years total experience in the investment management sector. Ideally a mix of private client management experience and some stock research experience (equity research experience would add value to the current team).
