Strategic Portfolio Manager

2 weeks ago


London, Greater London, United Kingdom BWD Search Full time
Company Overview

BWD Search is a leading recruitment agency specializing in placing experienced professionals with top-tier investment management firms.

This role presents an exceptional opportunity for a seasoned Investment Director to join our client's team, leveraging their expertise to drive business growth and deliver unparalleled service to high-net-worth clients.

Salary and Benefits

The successful candidate can expect a salary range of £75,000 to £110,000 per annum, complemented by a comprehensive benefits package, including 10% employer pension contribution and flexible working arrangements.

Job Description

The primary objective of this role is to foster strong relationships with existing clients while identifying new business opportunities. The ideal candidate will possess excellent communication skills, the ability to think strategically, and a proven track record in portfolio management.

  • Key responsibilities include:
  • Developing and maintaining relationships with HNW clients and intermediaries;
  • Collaborating with internal teams to provide bespoke investment solutions;
  • Staying up-to-date with industry trends and market developments;
Requirements and Qualifications

To succeed in this position, applicants must have:

  • A Level 6 CISI qualification or equivalent investment management certifications;
  • At least 5 years of experience in managing and growing portfolios for high-net-worth clients;
  • Demonstrated expertise in both private client and intermediary markets;
What We Offer

In addition to the competitive salary and benefits package, the company offers a dynamic and supportive work environment, opportunities for professional growth, and the chance to work with a prestigious client base.



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