Head of Discretionary Portfolio Management - Director
The Head of Discretionary Portfolio Management role is with a top-tier International Private Bank located in Jersey. They offer sophisticated investment solutions for UHNW individuals and are a leading provider of Discretionary Portfolio Management solutions encompassing Multi-Asset and Single-Asset Class strategies.
You will be locally responsible for all Discretionary Portfolio Management, managing a large portfolio of clients with significant AUMs.
It will be London facing with a seat on the Discretionary Portfolio Management Investment Committee and expected to contribute to the DPM strategy.
You will be meeting with a wide variety of clients and internal stakeholders expected to explain strategy and performances.
Playing a key/lead role in presenting to new clients to win new mandates, or existing clients to carry out review/ defence meetings.
The role holder will be able to manage and lead a team of individuals.
Key Qualifications / Experience
Must have Multi-Asset and Single-Asset experience. The role holder will demonstrate an in-depth grasp and deep technical knowledge of all nine investment asset classes.
Some knowledge of use of complex instruments in portfolios.
A team player with a resilient personality.
The role holder will need to hold/be able to acquire relevant local regulatory certifications.
CFA is an advantage to this role.
A very competitive salary package.