Client Investment Specialist

We are looking for a Client Investment Specialist / Portfolio Manager to join our Client. This is an exciting opportunity to work closely with high-net-worth clients and Client Advisors, delivering tailored investment solutions and helping shape long-term investment strategies.

• Developing investment proposals and conducting portfolio reviews for bespoke discretionary clients.
• Managing and supporting sophisticated portfolios, ensuring solutions align with clients' objectives and risk profiles.
• Translating client needs into personalised investment strategies and portfolio recommendations.
• Communicating investment views and providing ongoing support to Client Advisors and clients.
• Implementing portfolio construction recommendations in line with governance standards and house views.
• Acting as an ambassador for the firm's wider investment capabilities across multiple asset classes.
• Partnering with internal stakeholders to drive growth and enhance the overall client experience.

• Extensive experience in a similar Investment Specialist or Portfolio Manager role within Wealth Management or Financial Services.
• Minimum Level 4 qualification as required by the FCA.
• Strong understanding of portfolio construction and financial markets.
• Experience analysing asset classes and individual financial instruments.
• Excellent communication skills with the ability to build trusted relationships with clients and colleagues.
• Client-focused approach with strong attention to detail and a collaborative mindset.
• Fluency in English; additional European language skills would be advantageous.

• Competitive salary and benefits package
• Opportunity to work with complex and high-value client portfolios
• Ongoing professional and personal development opportunities
• Collaborative and inclusive working environment
• The chance to play a key role in a respected and growing wealth management business

Due to the large number of applications we receive, we may not be able to respond to every applicant. If you have not heard from us within two weeks, please consider your application for the currently advertised position unsuccessful. However, we may contact you regarding other suitable roles. We want to emphasize that no wording in this advertisement is intended to discriminate based on gender, marital status, race, religion, ethnicity, age, disability, or sexual orientation.

All candidates will be evaluated solely on their merits, qualifications, and ability to fulfil the responsibilities of the role. Recruitment Solutions (NW) LTD operates as an employment agency for both permanent recruitment and temporary placements.