Investment Strategist
6 days ago
In this exciting role, you will be responsible for serving as the central point of contact for clients' investment needs and advice, while increasing share of wallet from existing clients. Partner with the Relationship Manager to serve clients across a defined portfolio and drive holistic portfolio construction and asset allocation activities. Collaborate with key internal partners, including discretionary portfolio managers and product specialists to deliver the firm's best capabilities and solutions.
Your Key Responsibilities Will Include:
• Act as the central point of contact for clients' investment needs and advice
• Partner with the Relationship Manager to serve clients across a defined portfolio
• Collaborate with key internal partners to deliver the firm's best capabilities and solutions
Your Skills and Experience:
• Minimum 5 years of relevant investment experience in portfolio construction and asset allocation
• Superior investment acumen in managing and/or advising on multi-asset class portfolios for clients across traditional and alternative assets
• Excellent communication and collaboration skills in leading investment discussions
We Offer:
• Flexible working arrangements to balance your personal priorities
• Coaching and support from experts in your team
• A culture of continuous learning to aid progression
• A range of flexible benefits that you can tailor to suit your needs
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