Investment Portfolio Manager

1 month ago

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

About Us

The Titan Wealth Group is a leading wealth and asset management business that delivers high-quality execution and administration to the sector through the leverage of the Group's resources and technology. We meet universal wealth and asset management needs by supporting our own as well as client IFAs and 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 leading firm under two years ago. Our strategy sees strong organic growth within the near term coupled with significantly larger acquisitions. Managing the investments of clients on a discretionary and advisory basis and to provide any other related services which fall within the Client Agreement.

Job Responsibilities

  • To 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.
  • To 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.
  • To reflect company policy in investment and service levels and to maintain all necessary records in the event of any material deviation.
  • To develop own professional expertise through on-the-job training, formal training, and, where appropriate, professional qualifications.
  • To ensure that they familiarise themselves and abide by the company's value statement and policy with regard to TCF (Treating Customers Fairly).
  • To ensure that they familiarise themselves and abide by company policy on Client Data Security.
  • To 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.
  • To be fully familiar with the firm's complaint handling procedures as set out in the firm's handbook.
  • To 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).
  • 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.

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.
  • Proactive and well-organised individual with strong investment idea generation skills.
  • CFA / CAIA qualification is advantageous.

Terms

We offer a competitive salary, hybrid working, 25 days annual leave plus public holidays, a range of benefits including 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, and 'Salary Extras' employee discounts.

The Titan Wealth Group 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 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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