Associate Director Investment Management
Core
Provide personalized investment advice and portfolio management to private clients, ensuring portfolios align with company philosophies and client risk profiles.
Role type
Associate Director Investment Management (Private Client)
Builds
Client investment portfolios and relationships
Domain
Wealth Management / Private Banking
Required skills
Portfolio management, asset allocation, investment research, market analysis, client relationship management, risk management, pitch leadership, regulatory compliance
Preferred skills
Sector specialist analysis, team leadership, financial planning collaboration
Technologies
Investment management platforms, portfolio construction tools
Responsibilities
Construct and maintain suitable portfolios, execute annual business plan, lead client meetings, place deals accurately, conduct investment research, maintain comprehensive client records, resolve client complaints, undertake CPD
Seniority
Senior, hands-on IC with leadership responsibilities