Job Description

Sector: Family Office / Wealth Management

Job Type: Permanent

About Our Client

Our client is an established independent wealth and investment management platform serving sophisticated UHNW clients and families.

The firm is looking to appoint a senior investment professional to take direct ownership of discretionary and advisory portfolios across public markets. This is a hands‑on front‑office role within a lean and entrepreneurial environment.

Key Responsibilities
  • Own portfolio performance, risk and asset allocation across equities, fixed income and multi‑asset strategies
  • Construct, monitor and rebalance discretionary and advisory portfolios
  • Conduct investment research and due diligence across public markets, ETFs and funds
  • Develop actionable investment ideas and take ownership of implementation and results
  • Lead investment discussions with clients, presenting market views an...

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