An opportunity has arisen for a Private Client Portfolio Manager within a growing UK discretionary Wealth Manager, seeking to grow its number of experienced Investment Managers.
Clients include HNWI, Pension Funds, IFAs and Charities, who are looking for targeted returns and have Investable Assets of at least £500k and preferably £1m+. The successful candidate must demonstrate a multidiscipline ability, being a strong performer in front of clients and at the same time having an in depth understanding of the market place and specific investment products, although internal specialist advice is available.
They already address a large IFA network and experience in this area would be advantageous. They are looking for a demonstrable track record in a relevant market, addressing primarily UK targeted clients (although they have scope within Europe and have overseas clients in addition to their UK core).
An existing client base and portfolio would be beneficial, as well as providing evidence of ability to pitch for and win new business however the quality of the individual is of foremost importance. They would like to see a good academic background, a strong work ethic and the gravitas and confidence to deal confidently with a sophisticate array of clients.
To apply for this position please contact Jeremy at Jeremy@coninghamlee.co.uk
