Investment Specialist; HNW
Listed on 2026-10-08
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Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant, Wealth Management
Location: Greater London
Posted on: 05/10/2026 – Final date to receive applications: 09/10/2026
Are you ready tochart your own career path? With our refreshed strategy, we’re building on our rich heritage and transforming our business to be more scalable and efficient, unlocking the capabilities needed for future success. This includes significantly investing in technology, streamlining the way we work and creating an environment where colleagues feel engaged, empowered and accountable; where they can show up, speak up and perform - because we believe in the difference our work makes.
At a glance:
Location: London
- Lombard Street Office
Workplace Type: Hybrid
Employment Type: Permanent
- Full or Part time hours available
Seniority: Mid-Senior Level
AboutThe Role
This is an exciting and newly created opportunity to help shape and build our High Net Worth capability within one of the UK's leading wealth management businesses. We're looking for an investment professional who can combine strong technical investment expertise with the confidence, credibility and agility to engage our clients, Partners and senior stakeholders. As part of our Investment Management team, you'll act as a visible ambassador for our investment approach, helping clients and partners understand how we're positioning portfolios, navigating markets and delivering long-term outcomes.
While highly client-facing, this is not a sales role. Instead, you'll be a trusted investment expert who can inspire confidence, build strong relationships and translate complex investment concepts into clear, engaging and practical discussions. As we continue to evolve our High Net Worth offering, this role presents a unique opportunity to help build new capabilities, influence how we support increasingly sophisticated client needs and play a key role in the future growth of the proposition.
We're committed to attracting the best talent and welcome applications from candidates looking for either full-time or part-time working arrangements.
What You'll Be Doing- Deliver engaging presentations, webinars, events and face-to-face meetings with Partners and clients.
- Communicate our investment philosophy, market views, asset allocation decisions and portfolio positioning with clarity and confidence.
- Build trusted relationships across the Partnership, becoming a valued and credible investment expert.
- Support Partners in client meetings, helping to provide reassurance, insight and confidence in SJP's investment approach and products
- Engage directly with High Net Worth clients, contributing specialist investment expertise to for nuanced wealth conversations.
- Explain complex investment themes in straightforward and accessible language without losing technical accuracy.
- Demonstrate the agility to navigate a wide variety of investment discussions, adapting quickly when conversations move beyond the planned agenda.
- Support investment governance activities and contribute to the smooth operation of key investment forums and decision-making processes.
- Contribute to thought leadership activity, market commentary and media engagement where appropriate.
You'll be an accomplished investment professional with strong technical knowledge and exceptional communication skills. You may come from wealth management, private banking, asset management, investment consulting or a similar environment where you've developed credibility with advisers, clients or senior collaborators.
You'll thrive in conversations with experienced investment professionals. You will be comfortable discussing a broad range of investment topics. These include market outlooks, portfolio construction, and more complex investment structures and solutions. You'll be someone who builds trust naturally, combines gravitas,…
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