Associate Director Investment Management

Location: Office-based in London, United Kingdom

Company

hirify.global provides wealth management, investment management, and financial planning advice to private clients.

What you will do

• Build and develop trusted relationships with current and potential clients.
• Provide personalised investment advice and manage portfolios in line with client requirements, circumstances, tax situations, risk attitudes, and company investment processes.
• Review and remodel portfolios, place deals accurately, and maintain suitable asset allocations.
• Lead client meetings, pitches, referrals, and new business development while delivering ongoing service.
• Collaborate with Financial Planning and Professional Services colleagues and maintain accurate client records.
• Contribute to sector investment research, recommendations, analysis materials, and team leadership where appropriate.

Requirements

• Relevant Level 6 qualification or above, aspiring to Level 7, with an up-to-date Statement of Professional Standing.
• Experience managing client investment portfolios and providing investment advice.
• Strong knowledge of portfolio management, asset allocation, investment research, market analysis, and investment strategies.
• Experience remodelling newly acquired portfolios and aligning them with investment policy.
• Excellent communication, numeracy, analytical, prioritisation, and relationship management skills.
• Experience leading pitches, winning new business, and operating within a risk management framework for a private client business.

Culture & Benefits

• Hybrid working model where applicable to the role.
• Private medical insurance and life assurance.
• Pension contribution and generous holiday allowance.
• Option to purchase additional holiday and access to shared parental leave.
• Inclusive workplace supported by employee resource groups and diversity, equity, and inclusion initiatives.