Investment Manager

6 days ago


Maidstone, United Kingdom mbf Full time

Are you an accomplished investment professional with a strong background in discretionary portfolio management and team leadership? Our client, a highly respected financial planning and investment management firm, is seeking an experienced Discretionary Portfolio Manager & Branch Principal to join their team. You will play a pivotal role in managing client portfolios, developing new business, and ensuring compliance with regulatory standards while leading a skilled team of investment management professionals.


Key Responsibilities

Client Management

  • Build and maintain strong client relationships, acting as their trusted investment advisor.
  • Deliver bespoke portfolio updates and respond to client queries.
  • Develop comprehensive risk management and tax planning strategies.
  • Prepare and present reports and reviews tailored to client needs.

Discretionary Portfolio Management

  • Develop and execute tailored investment strategies across multi-asset portfolios.
  • Monitor portfolio performance and make adjustments to optimise returns.
  • Conduct detailed financial research and analysis to identify opportunities.
  • Leverage financial modelling for informed investment decisions.

Branch Principal Duties

  • Ensure compliance with all the firm's policies, regulatory requirements, and risk-management standards.
  • Manage branch operations, audits, and client accounts.
  • Provide leadership, technical direction, and training to team members.
  • Stay abreast of market trends and regulatory changes, ensuring best practices.


Essential Skills & Experience

  • Proven expertise in discretionary portfolio management and business development.
  • Strong quantitative, critical thinking, and risk management skills.
  • In-depth knowledge of investment and insurance products.
  • Demonstrated ability to build a book of business (ideally bringing a client base).
  • Effective communication, networking, and leadership abilities.
  • Experience with financial planning tools such as FE Analytics or Morningstar is a plus.


Qualifications

  • Bachelor’s degree in finance, economics, business, or a related field.
  • CFA (Chartered Financial Analyst) or Certified Financial Planner qualification.
  • MBA or similar postgraduate degree (desirable).


What’s On Offer

  • A collaborative and dynamic working environment at the firm’s Maidstone office.
  • Opportunity to lead and grow within an established and trusted financial institution.
  • Salary up to around £100,000 and a competitive benefits package.
  • Hybrid working


If you’re ready to take on a challenging and rewarding leadership role at a highly successful firm working alongside and leading motivated professionals, we’d love to hear from you.


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