Description

A leading investment and wealth management firm is seeking an experienced investment professional to join its Investment Strategy team in a senior advisory-focused role.

This position will play a key role in shaping and delivering the firm's advisory investment proposition, working closely with relationship managers and clients to provide high-quality investment guidance, portfolio solutions and market insight across private client, corporate and institutional channels.

The successful candidate will combine deep investment markets expertise with strong stakeholder engagement and commercial awareness, supporting the development of innovative investment strategies and client solutions.

Key Responsibilities

* Deliver market commentary, investment insight and portfolio strategy recommendations to internal stakeholders and clients.

• Support relationship managers and advisors with tailored investment solutions and ongoing strategic guidance.
• Contribute to portfolio construction, asset allocation and risk management processes.
• Develop innovative investment products and strategies across a broad range of asset classes including equities, ETFs, mutual funds, alternatives and structured solutions. * Participate in investment and business development initiatives.
• Ensure high standards of governance, regulatory compliance and technical accuracy across all advisory activity
• Candidate Profile
• 5-10 years' experience in investment strategy, portfolio construction, investment consulting or related areas.* Strong understanding of financial markets, multi-asset investing and advisory solutions.
• Experience working with high-net-worth, institutional or family office clients is advantageous. * Relevant financial qualification required; CFA and/or CAIA highly desirable.
• Strong analytical and technical capabilities including advanced Excel skills; Bloomberg and Python experience preferred.
• Excellent communication and presentation skills with the ability to explain complex investment concepts clearly.
• Commercially minded with strong relationship-building ability and a collaborative working style.

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