Job Description
Is this you?
You’re investment savvy and building client relationships is what you thrive in. Not only do you have extensive technical investments experience, but you are also brilliant at building and maintaining client relationships. This combination of skills and expertise allows you to grow and protect your clients’ wealth, just what a family of wealth needs.
What you’ll be doing (and why you’ll enjoy it)
You will have the opportunity to manage and grow an existing book of high-net-worth clients. Your main responsibility will be to manage the global and local multi-asset portfolios of these clients. You will work closely with the investment management teams in various jurisdictions to ensure your clients’ portfolios are structured to meet their goals and needs.
Where you’ll be doing it
You will be joining a leading and well-known family office with an international presence. You will be based in professional offices in Melrose, Johannesbu...
Ready to Apply?
Submit your application for Client Portfolio Manager Melrose at Confidential
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