Job Summary

As an Investment Specialist & Team Lead in our UK private banking business, you will lead in communicating market strategy and investment knowledge to sophisticated clients and investment committees during portfolio reviews and investment forums, and consult with clients to determine their portfolio objectives and long‑term asset allocations. Our investment/product universe includes Fixed Income, Equities, Alternatives and global multi‑asset mandates.

Job Responsibilities

• Managing a team of 5‑10 Investment Specialists based in London
• Playing a leading role in the investment dialogue with clients
• Advising clients on holistic asset allocation, portfolio construction and tactical allocation shifts
• Executing investment solutions in client accounts in accordance with client plans, including Investment Management, Mutual Funds, Structured Products, Hedge Funds, Private Equity, Foreign Exchange and traditional b...