Construct and manage investment portfolios as detailed in the firm's procedures.

- Perform comprehensive fund research and manager selection across all asset classes on both new fund ideas and the ongoing monitoring of existing Buy List selections.

- - Ensure portfolios are managed in accordance with the risk mandate, objectives and the firm's investment proposition.

- Contribute to the firm's Investment Committee and act in accordance with its terms of reference.

- Undertake appropriate quantitative and qualitative research and analysis and have relevant experience conducting fund manager interviews.

- Help oversee a structured product book , engaging with external providers and internal consultants to deliver structured product options for our buy list.

- Contribute oversight to the effective management of trading, ensuring sufficient client information is obtained before any decisions to trade are made.

2. Stakeholder management and communication

- Maintain close relationships with Private Client teams, responding to investment queries swiftly and maintaining an exceptionally high level of internal client satisfaction.

- Clearly explain our investment proposition and portfolio positioning in client meetings when required by the Private Client Director/s.

- Contribute to the high level of written work produced by the team e.g. external media and PR contributions, the quarterly Investment Strategy for clients, regular and ad-hoc briefings for internal teams, etc.

- Contribute to the management of broker relationships with the large asset managers.

- Ensure consultants are abreast of key investment issues including asset allocation, fund choices and macro-economic developments through in-house meetings.

Experience and Qualifications

The successful candidate will have/be:

- Degree educated, with significant progress made in post-degree UK investment qualifications (CII, CISI or CFA routes) and pref be RDRD Level 4 qualified

- 5+ years investment experience, preferably across multiple asset classes at a large established wealth manager ,to include experience of IFA market

- Demonstrable experience of private client portfolio construction, preferably with significant direct client contact

- A keen interest and high-level understanding of macro drivers (economic and political) and the relationship with asset classes

- An excellent understanding of industry research and analysis tools. FE Analytics experience would be advantageous.

- Have excellent IT skills along with outstanding written and oral communication skills, with the ability to communicate complex information appropriately to a range of different audiences

- An understanding of structured products (advantageous but not essential)

The successful candidate will have/be:

- Degree educated, with significant progress made in post-degree UK RDR investment qualifications (CII, CISI or CFA routes)

- 5+ years investment experience, preferably across multiple asset classes at a large established wealth manager

- Demonstrable experience of private client portfolio construction, preferably with significant direct client contact

- A keen interest and high-level understanding of macro drivers (economic and political) and the relationship with asset classes

- An excellent understanding of industry research and analysis tools. FE Analytics experience would be advantageous.

- Have excellent IT skills along with outstanding written and oral communication skills, with the ability to communicate complex information appropriately to a range of different audiences