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Discretionary Portfolio Manager

Posted 3 hours 39 minutes ago by Lombard Odier

Permanent

Not Specified

Banking & Financial Services Jobs

London, United Kingdom

Job Description

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents.

With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions.

"Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients.

Portfolio Manager

We have strong ambitions for the UK market, which is one of the most strategic and rapidly growing markets within our Group. Within this context, we are looking for a Discretionary Portfolio Manager, based in London:

YOUR ROLE:

Offer relationship managers and private clients investment advice and proactive portfolio management

Contribute to the development of our investment offering across multi-asset and international discretionary and advisory portfolios through investment advice aligned with the Bank's investment strategy

Manage and Implement the Investment strategy in discretionary portfolios within client constraints, with a focus on UK clients and UK fiscally efficient investments

Maintain a high degree of knowledge on assets, investment strategy and UK fiscally efficient portfolio management and advice.

Provide reporting on accounts as well as investment proposals (clients and prospects)

Follow-up of actions/options/ investment funds/ structured products proposed on the list recommended by the Bank.

Participation in the development of Portfolio Management tools for improved efficiency

YOUR PROFILE:

University education and/or recognized diploma in Investment (CFA/CIIA)

Minimum 6 to 8 years of experience in Portfolio management in a Private Bank (discretionary), a UK environment would be a plus

RDR Level 6 minimum

Very good knowledge of asset allocations and Portfolio management

Excellent customer presentation and communication skills

Ability to acquire and share skills

Ability to take decisions, flexibility and autonomy

Good knowledge of Excel and PowerPoint

Fluent English mandatory, French or any another language would be an asset

Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication.

As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.

It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.

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