Opportunity Description
Sector: Family Office / Wealth Management
Job Type: Permanent
About Our ClientOur client is an established independent wealth and investment management platform serving sophisticated UHNW clients and families.
The firm is looking to appoint a senior investment professional to take direct ownership of discretionary and advisory portfolios across public markets. This is a hands‑on front‑office role within a lean and entrepreneurial environment.
Key Responsibilities- Own portfolio performance, risk and asset allocation across equities, fixed income and multi‑asset strategies
- Construct, monitor and rebalance discretionary and advisory portfolios
- Conduct investment research and due diligence across public markets, ETFs and funds
- Develop actionable investment ideas and take ownership of implementation and results
- Lead investment discussions with clients, presenting market views an...
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