Lead Investment Manager: Portfolio Strategy & Client Impact

Posted 13 hours 31 minutes ago by Ortus PSR Ltd.

£100,000 - £125,000 Annual
Permanent
Full Time
Banking & Financial Services Jobs
Buckinghamshire, Marlow, United Kingdom, SL7 1
Job Description
A leading Chartered Wealth Management firm in Marlow is seeking an experienced Investment Manager to lead their investment strategy. This role involves managing model portfolios, chairing the Investment Committee, and building relationships with fund managers. The ideal candidate will possess a CFA Investment Management Certificate and CISI Chartered Wealth Management qualification, along with strong knowledge of FCA standards. This position offers a unique opportunity to influence the firm's investment propositions within a growing national group.