Investment Manager

Responsibilities

SG Kleinwort Hambros has more than 200 years of experience helping individuals, families, entrepreneurs, trusts and charities to manage their wealth. From expert wealth planning advice and investment strategies to specialist lending products, we provide the personal approach clients would expect from a modern and responsible private bank.
We have one clear purpose – to simplify life’s financial challenges. Providing a personal and holistic approach to wealth management, we know how to meet the needs of our clients with imagination, skill and attention to detail. We also understand the importance of creating strong relationships based on trust, service and expert knowledge.
Building a responsible organisation is a fundamental part of our long-term vision. We aim to be a leading responsible bank for client service and expertise. Underneath this leadership of responsibility are the stakeholders we seek to serve as a responsible bank: our clients, colleagues, the community and the climate. We help our clients to build sustainable legacies; we support our colleagues by promoting diversity and inclusion; we make a positive social impact for our community and we champion climate action by reducing our carbon footprint.

Investment Managers work with Client Relationship Managers (CRMs) and Wealth Planners (WPs) to provide investment solutions (Discretionary (DPM) and Advisory (ADV)) to clients and prospects.

Key Responsibilities

1. Manage investment accounts (DPM and ADV) in line with client mandate/restrictions, group investment policy and regulations.
2. Ensure portfolios are managed in line with client mandate/restrictions, SG and KH policy and that strategy changes are implemented promptly with agreed bookbuilds.
3. Ensure efficient execution of trades.
4. Understand client/regulatory restrictions and tax position and manage portfolios accordingly.
5. Contribute to efficiency and simplification through ongoing collaboration with the Portfolio Implementation Team.
6. Contribute ideas to deliver investment performance via asset class specialist groups, huddles or other forums; KHIC, MCG.
7. Write up briefing notes on any investment ideas, share around team and collaborate with peers across group when applicable.
8. Promote, consistently within the client expectations, the full product range available in KH based on their market knowledge (ie Advisory, Discretionary).
9. Work closely with CRMs and provide clients with specific allocation and products in line with i) the client risk profile, ii) the KH investment strategy and iii) the local regulation.
10. Present the bank offer internally and externally as required.
11. Provide input into the design and content of marketing materials.
12. Complete ongoing Continual Professional Development (CPD) to maintain a valid Statement of Professional Standing (SPS) from a professional body.
13. When managing funds, ensure full compliance with relevant regulation.
14. Perform all duties in line with SG and KH procedures.
15. Comply with relevant jurisdiction regulation and always treat customers fairly.
16. Engage positively with the Client Solutions Group Risk and Oversight team in their check and controls, Peer Reviews etc.
17. Perform review meetings with clients explaining portfolio performance and KH strategy.
18. Contribute to written client materials as required.
19. Answer ad-hoc client queries as required.

Profile Required

1. Experience and understanding of all major asset markets (equities, bonds, FX, commodities, hedge funds).
2. Sound understanding of asset allocation and portfolio construction principles.
3. Good understanding of investment risk management issues.
4. Good knowledge of UK regulatory framework.
5. Strong analytical skills.
6. Attention to detail.
7. Good communication skills.
8. Competency with Microsoft office programs (in particular Excel).
9. Understanding of UK tax framework.

Why Join Us

People join for the impact they can have on us. They stay for the impact we have on them. A flatter structure offers visibility and exposure beyond that of our competitors, so you know our names, and we know yours. It's personable, human, and inspires success through passion. By encouraging open-mindedness and a willingness to share ideas, we have adapted to market changes and thrived through innovation. Bringing words like “hard work” and “dedication” together with “community” and “respect” has enabled us to work collaboratively and build our future together. We call this Team Spirit and it's what makes us different. It's what makes you different.

Business Insight

If you feel you have the required experience and qualifications, then please apply to the SG Resourcing Team, and we will manage your application. At Société Générale, we believe our people are our strength and are core to the success of our business. As such, we search for, recruit and appoint the best available person on the basis of aptitude and ability, regardless of sex, marital or civil partnership status, race, colour, nationality, ethnic or national origins, pregnancy, disability, age, sexual orientation, religion, belief or gender identity.

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Location: Paris, FR

Posted Date: 11/22/2024