Manager – Fiduciary Investment Review

Alexander Daniels

We have a new opportunity for a Manager ( Fiduciary Investment Review ) to join an award-winning private bank.Responsibilities will include:

Leading a team of 2-3 employees responsible for undertaking client investment portfolio reviews.
Ensuring that investment reviews undertaken are carried out in line with Group policy and relevant regulation.
Personally completing internal portfolio reviews against market benchmark and peer group, where necessary.
Assisting with the relationship management of external service providers used in the investment review process.
Collaborating with and support internal employees and liaising with external parties (including third party investment managers) on matters relating to client investment performance and risk.
Reviewing permanent documentation and making decisions on the nature and frequency of investment reviews to be undertaken.
Supporting and overseeing the ongoing remediation and enhancement of portfolio-related data within the core administration systems.

More information about this role is available upon request – contact the team today for further details.