UHNW Investment Manager

Respond

A premier investment firm, delivering sophisticated wealth solutions for HNWI/UHNWI clients through rigorous research, an extensive expert network, and a fundamental commitment to capital preservation, is in search of a top-tier Ultra High Net Worth Investment Manager.

Your Role:
As a senior Investment Manager, you will be the chief architect of investment strategy for your UHNW client portfolio. You will synthesize deep market intelligence with a profound understanding of each client's unique financial landscape to build, manage, and optimize complex, multi-asset class portfolios.

Core Responsibilities:

• Portfolio Strategy & Oversight: Take full ownership for the development, recommendation, and ongoing management of comprehensive investment portfolios for UHNW clients.
• Strategic Asset Allocation & Research: Conduct in-depth due diligence and construct tailored allocations across equities, fixed income, funds, private equity, real estate, and structured instruments.
• Risk & Diversification Analysis: Perform systematic reviews of client balance sheets to ensure optimal risk-adjusted returns and proper diversification across all asset types.
• Synthesis of Complex Planning: Work in concert with tax and legal specialists to ensure investment strategies are fully integrated with clients' broader wealth transfer and estate planning objectives.
• Investment Governance & Reporting: Serve as the investment quarterback, coordinating with research, risk, and operations teams. Provide clients with sophisticated, transparent reporting on portfolio performance and strategic positioning.

Your Qualifications:

• 7-10+ years of progressive experience in investment management, portfolio construction, or senior advisory roles within Private Wealth Management.
• Demonstrated expertise in managing complex, global, multi-asset class portfolios for UHNWI clients.
• Expert-level knowledge of financial markets, alternative investments, and sophisticated banking products.
• Proven ability to navigate the intricacies of UHNW balance sheets, including concentrated holdings and legacy assets.
• A strategic, analytical mindset with exceptional presentation skills and uncompromising professional integrity.
• Fluent English is essential; an additional language is preferred.
• Advanced degree in Finance or a related field. The CFA or CAIA designation is a strong differentiator.

Pls feel free to contact us at:
vrustami@protalentlab.com
cv@protalentlab.com