Portfolio Management Leader

1 day ago


Maidstone, United Kingdom mbf Full time

About MBF

At MBF, we are looking for an accomplished Investment Manager to lead our team of investment professionals and manage client portfolios. As a seasoned professional, you will have a strong background in discretionary portfolio management and team leadership.

Your Key Responsibilities

  • Client Management: Build and maintain strong client relationships, acting as their trusted investment advisor.
  • Discretionary Portfolio Management: Develop and execute tailored investment strategies across multi-asset portfolios.
  • Branch Principal Duties: Ensure compliance with all the firm's policies, regulatory requirements, and risk-management standards.

We Are Looking For

  • 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.

Salary and Benefits

  • A highly competitive salary up to around £100,000.
  • A comprehensive benefits package.
  • Opportunity to work in a collaborative and dynamic working environment at the Maidstone office.
  • Hybrid working arrangement.


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