Senior Wealth Strategist

7 days ago


Winchester, Hampshire, United Kingdom Heat Recruitment Full time
Job Description

As an Investment Portfolio Manager, you will be responsible for:

  • Undertaking thorough fund research and selection to ensure alignment with clients' objectives.
  • Constructing and managing bespoke investment portfolios that meet clients' risk profiles and return expectations.
  • Developing and maintaining strong relationships with high-net-worth clients to deliver exceptional client service.

Strong analytical and problem-solving skills are essential in this role, along with excellent communication and interpersonal skills. CISI/CFA Level 6 qualification and current or recent SPS are mandatory requirements.



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