Global Investment Manager
Vor 2 Tagen
Our company culture values empowerment, and we strive to create a positive, fair, and inclusive work environment where everyone can thrive. As a key member of our team at Capital Group, you will be empowered to excel every day, acting responsibly, thinking commercially, taking initiative, and working collaboratively.
About the Role:
- You will serve as the central point of contact for clients' investment needs and advice, responsible for increasing their share of wallet from existing clients.
- Partner with Relationship Managers to serve clients across a defined portfolio, ensuring seamless collaboration and expertise in navigating complex client needs.
- Serve as strategic advisor on clients' overall investment portfolios, driving holistic portfolio construction and asset allocation activities to deliver the CIO view.
- Assess clients' risk appetite and maintain up-to-date client risk profiles, regularly reviewed to ensure alignment with their evolving needs.
Requirements:
- Proven experience in portfolio construction and asset allocation, with knowledge and understanding of private clients and U/HNWI client needs within the relevant market area.
- Managing and/or advising on multi-asset class portfolios for clients across traditional and alternative assets.
- Opportunistic/idea-driven investing.
- Evidence of past success at building a business by attracting assets, principally as a result of the ability to quickly gain the confidence of a client.
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