Senior Investment Counselor​/Portfolio Manager

Key Responsibilities

A well established independent wealth management and investment advisory firm is looking to strengthen its investment team with the appointment of a Senior Investment Counselor / Portfolio Manager.

This is an exciting opportunity for an experienced investment professional who combines strong multi-asset investment expertise with outstanding client relationship skills and a genuine passion for financial markets.

• Manage and monitor discretionary, advisory and bespoke multi-asset investment mandates.
• Ensure portfolios remain aligned with strategic and tactical asset allocation views.
• Assess investment opportunities across asset classes, sectors, geographies and currencies.
• Contribute to portfolio construction, risk monitoring and performance analysis.
• Participate in investment discussions and support asset allocation and product selection decisions.

• Act as a trusted advisor and primary point of contact for a sophisticated international clientele.
• Understand clients' objectives, risk tolerance and investment preferences.
• Deliver portfolio reviews, market updates and investment recommendations.
• Build long-term relationships based on trust, responsiveness and investment expertise.

• Clearly articulate investment views, portfolio positioning and performance drivers.
• Explain complex market and portfolio concepts in a concise and engaging manner.
• Prepare high-quality investment presentations and client materials.
• Contribute to investment committee discussions and broader strategic initiatives.

• Participate in client and prospect meetings.
• Support commercial initiatives and investment presentations.
• Represent the firm at industry and client events when required.

• University degree in Finance, Economics or related discipline.
• Significant experience in portfolio management, investment advisory or wealth management.
• Strong understanding of multi-asset investing, portfolio construction and risk management.
• Excellent knowledge of financial markets and investment products.
• Ability to discuss investment decisions with conviction and intellectual rigor.
• Strong interpersonal and communication skills.
• Comfortable interacting with sophisticated private clients and professional counter parties.
• Entrepreneurial mindset with a proactive and solutions-oriented approach.
• Fluent English is required; additional languages are considered an advantage.

• Strong portfolio fluency and understanding of investment mechanics.
• Excellent communication and presentation capabilities.
• Credibility and confidence when interacting with demanding clients.
• The ability to explain market developments, portfolio positioning and risk considerations with clarity.
• A proactive mindset, bringing ideas, recommendations and value-added insights.
• Sound judgement, discretion and a genuine client‑centric approach.

This role offers the opportunity to work within a highly professional and collaborative investment environment serving an international clientele.