Strategic Portfolio Manager

4 weeks ago

London, Greater London, United Kingdom Titan Wealth Holdings Limited Full time

About Us

Titan Wealth Holdings Limited is a wealth and asset management business that provides high-quality execution and administration to the sector through the leverage of its resources and technology. The company meets universal wealth and asset management needs by supporting its own as well as client Independent Financial Advisers (IFAs) and Discretionary Fund Managers (DFMs) with innovative, quality, and integrated solutions that drive efficiency into every part of the wealth management cycle.

We are an active acquirer of DFMs and IFAs in the UK, following an aggressive growth trajectory, having trebled in size from the initial acquisition of a group under two years ago. Our strategy sees strong organic growth within the near term coupled with significantly larger acquisitions. We currently manage ten entities attracting taxation, mostly UK-orientated with exposure to Jersey and South Africa.

The Role

Titan Wealth Holdings Limited is looking for a number of Senior Portfolio Managers with ongoing growth of Titan Wealth and subsidiaries. Managing the investments of clients on a discretionary and advisory basis and to provide any other related services which fall within the Client Agreement. To be instrumental in introducing new funds under management into the business.

Key Responsibilities

  • Manage clients' investments (including providing investment advice) to meet the clients' investment objectives within the scope of their declared risk profile and in line with the firm's Asset Allocation process and Outliers reporting and Client Suitability requirements.
  • Represent the company to clients, potential clients, and introducers of clients at the standard necessary to develop the business in accordance with strategic and financial objectives.
  • Maintain the highest standards of compliance in keeping with the company's obligations to clients, counterparties, and the regulator. These standards will be the minimum provided by law but may be extended by company policy.
  • Maintain good client relationships.
  • Encourage a culture of compliance throughout the company.
  • Reflect company policy in investment and service levels and to maintain all necessary records in the event of any material deviation.
  • Manage (where appropriate) support staff in the delivery of their personal and team objectives and responsibilities.
  • Develop own professional expertise through on the job training, formal training, and, where appropriate, professional qualifications.
  • Ensure that they familiarise themselves and abide by the company's value statement and policy with regard to Treating Customers Fairly.
  • Ensure that they familiarise themselves and abide by company policy on Client Data Security.
  • Ensure that they are fully familiar with the firm's Anti-Money Laundering staff handbook and with the Money Laundering regulations in general and that they ensure all regulations and procedures are complied with.
  • Be fully familiar with the firm's complaint handling procedures as set out in the firm's handbook.
  • Carry out any other duties as may reasonably be required.
  • Maintain compliance with the honesty and integrity, training and competence, and financial soundness requirements of the FIT and Proper Test for Approved Person (FIT) and all Principles applying to approved persons in the Statements of Principle and Code of Practice for Approved Persons (APER).
  • Follow the requirements of the Conduct of Business Rules, including:
  • Accepting and classifying clients according to the Rules.
  • Knowing your client and regularly reviewing information held about each client.
  • Ensuring that advice given regarding investment products is suitable for the client.
  • Taking reasonable steps to ensure the client understands the nature of risks inherent in certain transactions.
  • Ensuring the fair treatment of any client conflicts of interest that arise.
  • Ensuring that transactions for clients are not entered into with excessive frequency.
  • Adhere to Consumer Duty outcomes.

Requirements

  • 5+ years' Investment Management, or equivalent, experience within an Asset Management firm.
  • In-depth understanding of equity, fixed income, and alternative assets.
  • Passionate about markets with a keen interest in financial theory and multi-asset investing.
  • Excellent interpersonal skills and the ability to work effectively within a team environment.
  • Proactive and well-organised individual with strong investment idea generation skills.
  • Able to demonstrate solid analytical and quantitative abilities.
  • Strong communication and relationship management skills.
  • Is business-oriented and focuses on the customer.
  • CFA / CAIA qualification is advantageous.

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

Professionalism - how we treat our clients and colleagues.

Trust - embrace innovation and adapt to change.

Innovation - dare to create and don't fear failure.

Terms

Competitive salary.

Hybrid working.

25 days annual leave + public holidays.

A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.

6% employer pension contribution.

Further education and training support.

Discretionary performance-related bonus.

Confidential Employee Assistance Programme.

2 days per year for voluntary work.

'Salary Extras' employee discounts.

Titan Wealth Holdings Limited is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities, and other job-related activities.

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