Private Client Manager
On site
London, United Kingdom
Freelance
17-03-2025
Job Specifications
Time type: Full time
Contract: 6 Months (Potential of becoming a Permanent role)
Location: London, United Kingdom, onsite office work, 5 days in the office
Industry: Financial service/Alternative Investment
Who we are:
Concept Capital Group is a leading asset management firm dedicated to providing bespoke wealth management services to high-net-worth individuals and families. Our team of experienced professionals is committed to offering personalised, thoughtful financial advice and portfolio management services to help clients achieve their long-term financial goals.
About the role:
At Concept Capital Group, the Private Client Manager is responsible for overseeing the investment portfolios of our clients, ensuring they align with their financial objectives and risk tolerance. Working closely with the Relationship Manager (RM), the Portfolio Manager focuses on constructing, monitoring, and optimising investment strategies while conducting in-depth market research and analysis.
Key Responsibilities:
· Conduct regular meetings with clients to review portfolio performance, discuss market conditions, and address client goals or concerns.
· Maintain ongoing communication with clients to ensure that their investment needs and objectives are consistently met.
Personalised Wealth Management:
· Develop and implement personalised investment strategies based on client goals, risk tolerance, and financial circumstances.
· Collaborate with internal relationship manager and account managers to ensure portfolios are aligned with client expectations.
· Provide financial advice on areas including asset allocation, tax optimisation, estate planning, and retirement planning.
Investment Strategy & Portfolio Oversight:
· Regularly review client portfolios, ensuring they align with long-term objectives and adjust them based on changes in the client's situation or market conditions.
· Monitor performance of client portfolios and suggest rebalancing or adjustments as needed.
· Work closely with the investment team to ensure that clients’ portfolios are appropriately diversified and managed.
Business Development & Client Growth:
· Identify opportunities to expand client relationships through cross-selling additional services (e.g., tax planning, estate planning, charitable giving).
· Assist in the acquisition of new clients by leveraging existing relationships, referrals, and networking.
· Maintain a high level of client satisfaction, ensuring long-term retention and the continued growth of client assets.
Risk & Compliance:
· Ensure that all activities are in compliance with industry regulations and firm policies.
· Work closely with compliance teams to ensure client documentation and processes are in order.
· Educate clients on investment risks and opportunities, ensuring they have a full understanding of their portfolios.
Client Reporting & Education:
· Provide regular performance reports, investment commentary, and updates on economic and market trends.
· Deliver customised presentations and financial education to clients as needed, helping them understand their investments and financial planning strategies.
Collaboration with Internal Teams:
· Collaborate with other departments to offer clients a holistic wealth management experience.
· Work closely with the portfolio management team to ensure alignment of strategies across client portfolios.
Qualification and Experience
· Bachelor's degree in Finance, Economics, Business, or related field. A CFA, CFP, or other relevant certifications are preferred.
· 5+ years of experience in asset management, private wealth management, or a related field, with a proven track record of managing client relationships and portfolios.
· Demonstrated experience working with high-net-worth individuals and families.
What We Offer:
· Competitive salary and performance-based incentives.
· Comprehensive benefits package, including healthcare, retirement plans, and professional development.
· Opportunities for career growth and advancement within a leading asset management firm.
UK Benefits include:
· Employee assistance program
· Access to free counselling and wellbeing management tools
· Team outings
· Celebrate company wins with drinks and lunches
· Team fundraising activities
Hiring process:
Interested? Great! Get started by submitting your cover letter and CV through our application portal. CCG is committed to recruiting and retaining people with disabilities. Please let us know in advance if you need reasonable support during your application process.
Find out more: https://concept-capital-group.com
CCG positive impact:
Our investment opportunity focuses on making a positive impact by providing more value for everyone involved. For tenants, we offer sustainable and affordable housing solutions that help build strong communities. For investors, we present an ethical and accessible alternative to traditional buy-to-let properties that is low-risk and socially responsible.
We base our Environmental, Social and Governance strategy on four core ethical values
Find out more: https://concept-capital-group.com/our-impact/
Concept Capital Group requires all successful applicants to undergo a comprehensive background check before they start employment. Background checks will be conducted in accordance with local laws and may, subject to those laws, include proof of educational attainment, employment history verification, proof of work authorization, criminal records, identity verification, and credit check. Certain positions dealing with sensitive and/or third-party personal data may involve additional background check criteria.
Concept Capital Group is an Equal Opportunity Employer. We are committed to being an exemplary employer with an inclusive culture, developing a workplace environment where all our employees are treated with dignity and respect. We value diversity and the expertise that people from different backgrounds bring to our business. Concept Capital Group provides reasonable accommodation to applicants with disabilities where appropriate. If you need reasonable accommodation for any part of the application and hiring process, please notify your recruiter. Determinations on requests for reasonable accommodation will be made on a case-by-case basis.
About the Company
We specialise in alternative investment opportunities for existing markets. Our modular homes benefit from a 360-degree management service, offering a hassle-free approach to buy-to-let property. Believe in our mission & vote for us as Best Social Housing Provider 2024. Use this link to vote: https://www.mi-vote.com/secure/nlisawards Know more
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