Looking to step into a role where you can truly own client relationships, lead a high-performing team, and shape investment strategy? This is an opportunity to take on a visible, hands‑on leadership position within a private client investment environment — combining relationship management, portfolio oversight, and team development in one dynamic role.
Responsibilities include:
- You’ll take full responsibility for overseeing a Private Office function — balancing client relationships, investment delivery, and team leadership.
- Building and maintaining strong, trusted relationships with high‑value clients and professional introducers.
- Acting as a key figure in winning new business and expanding existing relationships.
- Leading, mentoring and developing a team — ensuring a high standard of service and smooth day‑to‑day operations.
- Overseeing client portfolios, ensuring they are aligned to objectives, risk profiles and market conditions.
- Keeping a close eye on market trends and contributing to investment strategy and decision‑making.
- Reviewing and approving investment activity, ensuring robust governance, accuracy and compliance.
- Managing portfolio performance reporting, client communications and investment commentary.
- Overseeing trading activity, ensuring efficiency, accuracy and strong controls.
- Acting as a senior escalation point for client queries, issues or operational challenges.
- Driving improvements across processes, systems and third‑party relationships.
- Supporting and leading on change initiatives, regulatory developments and operational enhancements.
- Ensuring a strong culture of client‑centricity, good outcomes and regulatory compliance across all activities.
Key requirements:
- Professional qualification (e.g. Level 6/7, CFA, CISI or equivalent) or working towards it.
- Experience in private client investment management, wealth management or a similar setting.
- Solid understanding of financial markets, portfolio construction and investment products.
- Strong track record of managing client relationships and investment portfolios.
- Confident leading and developing a team.
- Comfortable operating in a regulated environment with a strong grasp of compliance expectations.
- You’ll be someone who enjoys combining client interaction, leadership and investment expertise in a fast‑paced environment.
- Strong communication skills — able to explain complex ideas in a clear, client‑friendly way.
- Highly organised, detail‑focused and able to manage multiple priorities.
If you’re looking for a role where you can lead, influence and build meaningful client relationships while staying close to investments, apply with us today and let’s start the conversation.
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