International Portfolio Manager / Investment Manager / Private Client / Wealth Management
The Portfolio Manager / Investment Manager will monitor and manage international clients' portfolios on a day to day basis to ensure that they remain in line with the investment strategies and client's financial objectives.
Manage and review international client portfolios, making decisions or recommendations which reflect the needs and risk profile of the individual client and be in accordance with the firm`s stated research and suitability processes.
Whilst this role is based in London, the individual will need to meet with clients alongside Relationship Manager's twice a year in South Africa - review meetings with clients to discuss and outline investment strategy and confirm suitability.
The Portfolio Manager ensure that the investment process positions the clients within the correct suitability bandings.
Maintain a comprehensive knowledge of global investment products, global market and professional expertise and an understanding of regulatory requirements to deliver the best level of client service.
Identify and develop investment opportunities for the international clients within their required risk tolerance and capacity for loss and discuss with the relationship manager as appropriate.
Contribute to initiatives in the team, office or business that improve the strength and quality of the business and the service provided to clients.
Provide appropriate MI regarding client investment performance/suitability bandings to the relationship manager or senior management as required.
5 years minimum technical investment management / portfolio management experience, investing in global markets for international client base.
Qualifications - CFA or Level 6/7 RDR compliant, or IAD with CFA, PCIAM
Multi Asset knowledge - equities being the core asset class
Portfolio Management experience is essential within Private Client Investment Management environment
Excellent communication skills - ability to face off to clients
Ability to build strong internal relationships with Relationship Managers.
Strong explanatory and presentation skills