Senior Portfolio Manager - Multi-Asset - Wealth Management

Senior Portfolio Manager - Multi-Asset - Wealth Management A leading international Private Bank and Wealth Manager is seeking a client-facing Senior Portfolio Manager to join its London investment team. This is a high-profile role for an experienced discretionary Portfolio Manager who is comfortable managing UHNW client portfolios, partnering closely with Relationship Managers and supporting both retention and new-business activity. You will be responsible for delivering high-quality multi-asset investment management, translating market views into appropriate client portfolios and acting as a trusted investment contact in client meetings, reviews and prospect discussions.

Key responsibilities Manage and oversee bespoke discretionary multi-asset portfolios for HNW and UHNW clients. Build strong relationships with clients, acting as a credible and confident investment specialist alongside Relationship Managers. Provide clear, commercially aware investment commentary across equities, fixed income, funds, FX, structured products, alternatives and cash.

Translate house views, asset-allocation decisions and market developments into suitable client portfolio recommendations. Support Relationship Managers in client acquisition, prospect meetings, mandate conversion and retention of existing AUM. Lead or contribute to regular client portfolio reviews, investment updates and performance discussions.

Ensure portfolios remain suitable for client objectives, risk profiles, liquidity requirements and investment constraints. Work closely with internal investment, product, trading and risk teams to deliver appropriate solutions for clients. Maintain high standards of governance, suitability, documentation and regulatory compliance.

Main Requirements Proven experience as a discretionary Portfolio Manager, Investment Manager or Senior Investment Manager within Private Banking or Wealth Management. Strong multi-asset investment knowledge, including equities, fixed income, collective investments, FX, structured products, alternatives and cash. Credible client-facing experience with HNW and UHNW individuals, families, trusts, companies and similar private-client structures.

Comfortable working closely with Relationship Managers and participating in client pitches, business-development meetings and asset-gathering activity. Able to explain investment positioning, portfolio decisions and market developments clearly to non-specialist clients. Commercially minded, with a clear understanding of client retention, mandate conversion and AUM growth.

Relevant investment-management qualifications such as CISI, CFA, IMC or equivalent would be beneficial. Interested ? Please apply in Portfolio Management Investment Manager CISI Client Facing Multi Asset Fixed Income UHNW Private Bank Wealth Management Equities Discretionary