Strategic Wealth Manager

2 weeks ago


London, Greater London, United Kingdom Mason Blake Full time
Investment Solutions & Asset Allocation

Mason Blake is seeking a skilled Strategic Wealth Manager to join their team.

The ideal candidate will have experience in discretionary investment management and be able to design and manage investment solutions for retail and wholesale clients.

  • Define strategic asset allocation and select underlying vehicles.
  • Actively manage funds within the asset allocation.
  • Assist in the strategic assessment and development of the investment solution.

The successful candidate will be a self-starter with the ability to work in a fast-paced environment.

Key Responsibilities:

  • Design and manage investment solutions for clients.
  • Develop and implement asset allocation strategies.
  • Work with internal and external stakeholders to plan and implement investment solutions.

Requirements:

  • Relevant experience in discretionary investment management.
  • Knowledge of retail investment vehicles.
  • Self-starter with ability to work in a fast-paced environment.


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