Asset Management Director
7 hours ago
We are seeking an experienced Discretionary Portfolio Manager & Branch Principal to join our team at MBF. This role involves managing client portfolios, developing new business, and ensuring compliance with regulatory standards while leading a skilled team of investment management professionals.
Duties and Responsibilities- Client Relationship Management
- Building and maintaining strong client relationships, acting as their trusted investment advisor.
- Developing comprehensive risk management and tax planning strategies.
- Portfolio Management
- Developing and executing tailored investment strategies across multi-asset portfolios.
- Monitoring portfolio performance and making adjustments to optimise returns.
- Conducting detailed financial research and analysis to identify opportunities.
- Leveraging financial modelling for informed investment decisions.
- Branch Leadership
- Ensuring compliance with all the firm's policies, regulatory requirements, and risk-management standards.
- Managing branch operations, audits, and client accounts.
- Providing leadership, technical direction, and training to team members.
- Staying abreast of market trends and regulatory changes, ensuring best practices.
Qualifications and Experience
- A Bachelor's degree in finance, economics, business, or a related field.
- CFA (Chartered Financial Analyst) or Certified Financial Planner qualification.
- MBA or similar postgraduate degree (desirable).
What We Offer
- A collaborative and dynamic working environment at the firm's office.
- Opportunity to lead and grow within a well-established and trusted financial institution.
- Salary up to around £100,000 and a competitive benefits package.
- Hybrid working.
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