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

If you are interested in this exciting opportunity, we’d love to hear from you on .