Investment Portfolio Manager
il y a 7 jours
About SG Kleinwort Hambros
With over 200 years of experience, SG Kleinwort Hambros has established itself as a leading private bank. Our team of experts provides personalized wealth management services to individuals, families, and businesses.
We pride ourselves on our ability to simplify complex financial challenges, offering a holistic approach to wealth management. Our commitment to building strong relationships with our clients is at the heart of everything we do.
Job SummaryAs an Investment Manager at SG Kleinwort Hambros, you will play a key role in providing investment solutions to our clients. You will work closely with Client Relationship Managers and Wealth Planners to deliver tailored investment strategies that meet our clients' needs.
Main Responsibilities- Portfolio Management
- Manage client portfolios in line with their investment mandates, regulatory requirements, and group policies.
- Implement strategic asset allocation decisions to achieve optimal returns while minimizing risk.
- Ensure efficient execution of trades and monitor portfolio performance regularly.
- Develop and implement investment ideas through collaboration with asset class specialist groups.
- Prepare briefing notes on potential investments and share with the team for discussion.
- Promote the full range of investment products available at SG Kleinwort Hambros to clients.
- Work closely with CRMs to provide clients with tailored investment solutions.
- Maintain up-to-date knowledge of relevant regulations and ensure compliance.
- Perform all duties in accordance with SG Kleinwort Hambros procedures.
- Strong understanding of asset markets, including equities, bonds, FX, commodities, and hedge funds.
- Sound knowledge of asset allocation and portfolio construction principles.
- Good analytical skills and attention to detail.
- Competency with Microsoft Office programs, particularly Excel.
As an Investment Manager at SG Kleinwort Hambros, you can expect a competitive salary of £80,000 - £120,000 per annum, depending on experience. We also offer a range of benefits, including:
- A comprehensive pension scheme.
- Life insurance.
- Discretionary bonus.
- Ongoing training and development opportunities.
At SG Kleinwort Hambros, we value our employees and strive to create a positive working environment. We believe in teamwork, innovation, and continuous learning. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
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