обновлено 5 дней назад
Client Portfolio Manager, EMEA Asset Allocation
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Portfolio Manager, EMEA Asset Allocation (Asset Management): Supporting client engagement, investment communications, and business development for multi-asset, model portfolio, and bespoke investment solutions across EMEA with an accent on asset allocation, portfolio construction, and institutional distribution. Focus on presenting investment views, creating technical client materials, supporting due diligence, and translating portfolio positioning into outcomes for advisers, wealth managers, private banks, and institutional clients.
Location: Henley-on-Thames, Oxfordshire, United Kingdom; at least four full days each week in the advertised office
Company
is a global investment management firm providing investment strategies and vehicles to clients worldwide.
What you will do
- Represent multi-asset, model portfolio, portfolio solutions, custom model, and bespoke investment capabilities across EMEA.
- Support the Lead Portfolio Manager and portfolio management team in strategic client engagements.
- Present investment views, portfolio positioning, outcomes, and market insights to clients and prospects.
- Create client-facing presentations, pitchbooks, market commentary, RFIs, RFPs, DDQs, and bespoke investment content.
- Participate in client meetings, due diligence reviews, conferences, webinars, and industry events, including regular travel across the UK and EMEA.
- Provide market intelligence, competitor insights, and client feedback to support business priorities and distribution activity.
Requirements
- Proven experience in asset management, wealth management, financial services, investment specialist, or client portfolio management roles.
- Significant experience with multi-asset solutions, model portfolios, portfolio solutions, or outsourced investment propositions.
- Strong knowledge of asset allocation, portfolio construction, model portfolios, bespoke mandates, and outcome-oriented investment solutions.
- Experience engaging with advisers, wealth managers, platforms, private banks, consultants, and institutional investors.
- Excellent presentation, written communication, stakeholder-management, and relationship-building skills.
- Knowledge of UK intermediary markets and broader EMEA wealth management and institutional distribution channels.
Culture & Benefits
- Company-provided healthcare, income protection, life insurance, and health and wellness benefits.
- Generous annual leave, pension provisions, enhanced parental leave, and volunteering days.
- Inclusive working environment with support for workplace adjustments and the Disability Confident Scheme.
- Opportunities to work with colleagues and clients across a global investment management platform.
- Commitment to community engagement and environmental, social, and governance investing.
Hiring process
- Applicants who opt into the Disability Confident Scheme and meet the minimum criteria are offered an interview.
- Workplace adjustments can be requested during the application and selection process.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
5 дней назад
Private Wealth Management, Strategic Investment Strategy Group, Analyst/Associate, London
6 дней назад
Investment Manager (Wealth Management)
9 дней назад
Investment Manager - Credit
11 дней назад
Portfolio Analyst
6 дней назад
Financial Planner
6 дней назад