Associate Director Investment Management

Location: Hybrid role with office location in London, United Kingdom

Company

hirify.global provides wealth management, personalised investment management, and financial planning advice to private clients in the UK.

What you will do

• Build and maintain trusted relationships with current and prospective clients, support their needs, and deliver ongoing service.
• Provide personalised investment advice, construct and maintain portfolios, and manage them in line with client requirements, circumstances, tax position, risk attitude, and company investment processes.
• Review portfolios, remodel newly acquired portfolios in line with investment policy, place deals accurately and promptly, and maintain accurate client records.
• Lead professional client meetings, pitches, and new-business development while working with Financial Planning and Professional Services colleagues.
• Manage complaints appropriately and maintain knowledge and skills through regular CPD in line with industry, regulatory, and internal requirements.
• Where appropriate, act as a sector specialist by conducting direct equity or collective sector analysis, preparing recommendations and materials, participating in sector meetings, and leading the team where required.

Requirements

• Relevant Level 6 qualification or above, aspiring to Level 7, with an up-to-date Statement of Professional Standing.
• Understanding of the financial services industry and investment market.
• Experience managing client investment portfolios and providing investment advice.
• Strong understanding of portfolio management, asset allocation, investment research, and market analysis, with the ability to support client portfolios and deliver high-quality client service.
• Technical and product knowledge, including the ability to communicate a wide range of investment management strategies and solutions.
• Ability to work in a pressurised environment, prioritise work, and communicate effectively, with excellent numeracy and analytical skills.
• Experience leading pitches and winning new business.
• Experience operating within a risk management framework and thorough understanding of risks and threats relating to a private client business.

Culture & Benefits

• Hybrid working model, dependent on the role.
• Private medical insurance, life assurance, and pension contribution.
• Generous holiday package with the option to purchase additional holiday.
• Shared parental leave.
• Inclusive workplace supported by employee resource groups and diversity, equity, and inclusion initiatives.