Job Description
Our client, a leading private bank, is seeking a Director of Portfolio Management to lead the portfolio management and investment function within their Private Wealth Group. This role is responsible for overseeing portfolio construction and investment advisory for high-net-worth and ultra-high-net-worth clients. Key Responsibilities:
Lead the portfolio management strategy across the private wealth platform
Develop and implement investment policy, asset allocation, and portfolio construction frameworks
Oversee the delivery of investment advice to relationship teams and clients
Partner with internal stakeholders to enhance investment offering and advisory processes
Manage team of portfolio managers and investment professionals
Ensure portfolios align with client objectives, risk tolerance, and regulatory requirements
Maintain oversight of performance monitoring, reporting, and portfolio rebalancing
Requirements:
CFA charterholder
Minimum 10 years of experience in portfolio management or investment advisory within private wealth or private banking
Strong understanding of multi-asset class portfolio construction
Demonstrated experience managing teams and delivering investment solutions to HNW and UHNW clients
Experience navigating complex client needs and regulatory environments
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