Strategic Portfolio Manager
2 days ago
At Selby Jennings, we are seeking a highly skilled Strategic Portfolio Manager to join our Investment Advisory team.
About the RoleWe are looking for an experienced investment professional who can provide expert guidance on investment strategies, product selection, and portfolio construction to optimize client outcomes.
- Key Responsibilities:
- Collaborate with cross-functional teams to evaluate new investment products, including assessing their risk-return profiles, financials, market fit, and long-term viability.
- Develop personalized investment advice for high-net-worth individuals and institutional clients, helping them achieve their financial objectives through optimal product recommendations and portfolio strategies.
- Lead and guide the Investment Committee, ensuring effective product onboarding and a comprehensive evaluation process, while fostering alignment with broader organizational goals.
- Stay informed of market trends, emerging investment opportunities, and regulatory developments to ensure our offerings are competitive and in line with the latest industry standards.
- Work closely with compliance and legal teams to ensure all products meet regulatory requirements and adhere to internal risk management frameworks.
- Coordinate with internal teams, including client relationship managers, product development, legal, and operations, to ensure smooth integration and seamless product onboarding.
- Continuously improve product onboarding processes, ensuring that the team operates efficiently, effectively, and within regulatory and risk guidelines.
To be successful in this role, you will need:
- Proven experience in investment advisory services, with a strong understanding of investment products and strategies.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
- Strong analytical and problem-solving skills, with the ability to evaluate complex data and make informed decisions.
- A deep understanding of regulatory requirements and risk management frameworks.
- The ability to work collaboratively as part of a team, with a flexible and adaptable approach to changing priorities.
We offer a range of benefits, including:
- A competitive salary and bonus structure.
- A comprehensive pension scheme.
- Ongoing training and development opportunities.
- A dynamic and supportive working environment.
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