Head of Investment Management - HNW Wealth Manager

Head of Investment Management - HNW Wealth Manager

Oxfordshire (flexible hybrid working options) - £competitive + Package

An Award-winning Wealth Management Consultancy who continues to grow and develop have an exciting opening for a Head of Investment Management. The company employee in the region of 40 members of staff and offer long term Financial Planning solutions to HNW clients, alongside an Investment Management service running a managed portfolio service.

This key role will report directly into the COO. You will be responsible for guiding a small team of Investment Analysts, managing the companies model portfolio service and oversee the investment research and guidance provided to the financial planners.

Specifics of the role will include.

• Manage in-depth analysis of unit trusts and other collective investments, including quantitative and qualitative screening and fund manager meetings
• Take ultimate responsibility for strategic and tactical allocation decisions
• Develop and maintain the internal fund list of approved funds
• Provide in depth analysis and reports to be used by the financial planning team and external clients.
• Develop and manage the investment framework and research database
• Where required present alongside the financial planners
• Mentor and oversee the development of your team, providing them with guidance and training.
• Ensure all actions taken by the Investment Management team are conducted in accordance with regulative and legislative requirements.

This role would suit someone who has extensive experience analysing investments and managing investment portfolios who can display a clear investment philosophy and article a vision. You should also hold a relevant industry qualification and be able to demonstrate the decision-making confidence required for this type of role.

This is an opportunity to join a highly regarded firm in a role where you will have genuine input in a smaller working environment, and be able to shape the future of the Investment Management offering.

For more information, please contact Richard Garbett