A prominent UK wealth and investment manager is seeking a Portfolio Director to help lead its Model Portfolio Service (MPS).
This investment specialist-type role combines investment strategy, portfolio governance, risk oversight, and adviser engagement, with influence over proposition development and performance outcomes.
You’ll bring:
- Multi‑asset / MPS portfolio management experience
- Strong investment governance, investment risk, and regulatory knowledge
- Excellent adviser‑facing communication skills
- Experience of leading or mentoring a small team
- CFA or CWM (Level 7) required.
This is an opportunity to work in a growing business with an MPS with a broad and established fund range.
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