Private Client Portfolio Manager

  • Company

    WATSON FLEMING

  • Location

    UK-London

  • Compensation

    £80-90K base + bonus

  • Position Type

    Permanent

  • Employment type

    Full time

  • Updated

    20 Nov 2009

  • eFC Ref no

    586152
A growing private banking group requires an additional Private Client Portfolio Manager at Assistant Director level.

The role:

- Manage client portfolios (approximately 100 clients) across all asset classes, as a member of the asset allocation, stock selection, hedge, fixed interest and manager selection committees.

- Contribute to strategic and tactical asset allocation decisions.

- Contribute to the sales and marketing efforts through regular research and presentations.

- Analyse and develop investment ideas for client portfolios and group funds.

- Maintain relationships with clients and support Relationship Managers.

The person:

- Must have proven experience in this field. Several years total experience in the investment management sector. Ideally a mix of private client management experience and some stock research experience (equity research experience would add value to the current team).

- IMC or CFA qualified.

  • Company:

    WATSON FLEMING

  • Telephone:

    020 76182644

  • Email:

    blauder@watsonfleming.com

  • Note: Please quote eFC Ref: 586152 when applying for this job.

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