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Portfolio Manager

Edinburgh

About James Hambro & Partners

James Hambro & Partners is an independently owned wealth management group established in 2010 by Jamie Hambro and seasoned industry experts. The Hambro name has been closely associated with the investment world for more than 200 years. The founding of James Hambro & Partners (JH&P) in 2010 marked its return to an independently owned partnership. Led by Chairman James Hambro, we created a modern business founded on traditional values and the guiding principles of trust, integrity and service. In 2012, responding to the opportunities and challenges of RDR, we merged with Calkin Pattinson, a well-established and like-minded family-run financial advisory company, now renamed James Hambro & Company. We believe that the merged James Hambro businesses form a compelling offering, bringing together expert portfolio management and financial planning within a single focused enterprise. We look after the needs of individual private clients and their families, financial advisers, trusts, charities and not-for-profit organisations. Our business has been built on personal service, clear communication and strong investment performance. James Hambro & Partners currently has over £8 billion of assets under management. Our head office is in Pall Mall London. We opened an office in Leeds in January 2020, an office in Edinburgh in February 2021 and an office in Bristol in May 2023.  

Role:

Portfolio Manager  

Location:

Edinburgh  

Department:

Portfolio Management  

Reporting to:

Desk Head, Portfolio Manager

Salary:

Competitive with an excellent benefits package  

Summary:

  • To look after all elements of managing client portfolios for the business including client relationships, portfolio construction, investment research and business development.
  • To serve the Partnership and to abide by all relevant statutory and regulatory legislation with respect to these duties.
  • To work with the JH&P Investment Team and provide contribution to the chosen specialist team as appropriate.
  • To assist with the development of the business from an AUM perspective.
 

Responsibilities:

  • Follow the firm’s documented Investment Process in the construction, implementation and monitoring of suitable client portfolios.
  • Manage Private Client portfolios in the best interests of the client, constructing suitable portfolios following the firm’s processes, within agreed asset allocation parameters and, in so doing, ensure outliers, non-approved holdings and position sizes are all within accepted targets.
  • Apply the JH&P standard of client service to build significant and long-lasting client relationships.
  • Make substantive contribution to the Investment Process by being an active member of the Asset Allocation Committee, Stock Selection Committee and assigned Asset Research Group(s).
  • Develop the JH&P business by marketing the firm to potential new clients.
  • Work closely with the Financial Planners to provide a full service to a growing number of clients.
  • Support and mentor the APM community through good practice.
  • Support the CSM community and assist them in the provision of their work.
  • Responsibility for the content and compliance of RFPs, client presentations and any other client or marketing communications.
  • Adhere to the firm’s internal policies designed to ensure compliance with relevant regulations. Keep abreast of relevant regulatory developments. Complete all mandatory training.
  • Take ownership of all aspects of the client relationship, co-ordinating where necessary between the departments delivering administrative support to the relationship.
 

Qualifications & Experience:

Qualifications:
  • CISI Level 7 Wealth Management qualification or FCA recognised equivalent.
Experience:
  • In depth knowledge and understanding of financial instruments, asset classes, portfolio construction methods, investment risk, performance calculations.
  • 5-7 years’ experience in the Private Wealth industry. Good understanding of the regulatory environment applicable to investment management.
  • Good understanding of capital gains and income tax, working knowledge of other relevant taxes in the UK and other relevant jurisdictions.

Skills:

  • Excellent verbal communication skills with the ability to summarise complex issues clearly and succinctly.
  • Good written communication skills.
  • Ability to communicate on a technical level equivalent to your audience, including explaining features, benefits and risks associated with any suggested course of investment action.
  • Effective use of questioning technique, when speaking to clients and company management.
  • Ability to analyse investment information and draw conclusions from it.
  • Ability to analyse and apply information provided by the client to assess client’s circumstances.
  • Confident to engage in debate about the conclusions drawn, resilient in sustaining a logical argument under pressure, and to adjust or hold position as seems fit.
  • Confident with numbers, and able to convert them into meaningful words.
  • Good knowledge of Symphony, Pulse, Bita, CRM.

Apply now