About This Role
Managing discretionary client portfolios and fostering high-net-worth client relationships are central to this Portfolio Manager role. It offers the chance to take ownership of client portfolios and contribute to the growth of an investment platform within an established boutique investment management firm.
Responsibilities
- Manage globally diversified discretionary client portfolios across multiple asset classes
- Implement portfolio construction, asset allocation, and rebalancing decisions in line with the firm's investment framework
- Monitor market conditions, portfolio performance, risk exposures, and economic developments
- Execute portfolio adjustments to align with client objectives and investment strategies
- Contribute to the evolution of investment strategies, including potential exposure to alternative and private market investments
- Prepare portfolio reports, market commentary, and investment updates for clients
- Support a smooth transition of investment responsibilities as the current Chief Investment Officer prepares to retire
- Build and maintain trusted relationships with high-net-worth and ultra-high-net-worth clients
- Conduct regular portfolio reviews and discuss investment objectives, portfolio positioning, and market developments
- Communicate investment strategies and market views clearly and confidently
- Develop long-term client relationships, including multi-generational family relationships
- Participate in client meetings, events, and other relationship-building activities
- Deliver a responsive, high-quality client experience that supports long-term retention and satisfaction
- Grow assets under management through referrals, networking, and personal business development efforts
- Engage with qualified leads generated through the firm's existing network and marketing initiatives
- Build relationships with professional partners, referral sources, and centers of influence
- Support sales and marketing initiatives to promote the firm's investment management services
- Identify opportunities to expand existing client relationships and attract new clients
- Take an active role in growing the business and developing a strong personal client portfolio
- Work closely with leadership to support the continued development of the investment platform
- Collaborate with operations, compliance, custodians, and marketing partners to support efficient service delivery
- Contribute ideas to improve the client experience, investment communications, and service model
- Help establish processes and practices that support scalable, long-term business growth
Requirements
