Description:
We are one of the largest UK-based wealth management firm, headquartered in London but with offices around the country. We help private clients, families, charities and some institutions meet their long term goals by offering our expertise in investment, wealth planning, lending and family office services. We draw on the resources of the Schroders group, as well as having our own in house investment team.
We're open to flexible working, so we can all balance our personal and professional commitments.
What you’ll do
- Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and providing tailored investment solutions
- Portfolio Management: Develop and implement bespoke investment strategies, ensuring portfolios are aligned with clients' objectives and risk tolerance
- Market Analysis: Conduct thorough market research and analysis to inform investment decisions and provide clients with up-to-date market insights
- Team Leadership: Lead and mentor a team of investment professionals, fostering a collaborative and high-performance culture
- Business Development: Identify and pursue new business opportunities, contributing to the growth of the firm's client base and assets under management
- Compliance: Ensure all activities comply with regulatory requirements and internal policies, maintaining the highest standards of ethical conduct.
The Knowledge, Experience And Qualifications You Need
- Education: Bachelor’s degree in finance, economics, or a related field. A professional qualification such as CFA, CFP, or equivalent is highly desirable
- Experience: Minimum of 10 years of experience in wealth management or investment management, with a proven track record of managing high-net- worth client portfolios
- Strong analytical and quantitative skills
- Excellent communication and interpersonal skills
- Demonstrated ability to build and maintain client relationships
- Leadership experience with the ability to mentor and develop team members and