Senior Manager Private Wealth Markets Executive
3 weeks ago
Commonwealth Private is a leading provider of wealth management services to high net worth individuals. Our team of experienced professionals is dedicated to delivering exceptional service and tailored investment solutions to meet the unique needs of our clients.
About the RoleWe are seeking a Senior Manager Private Wealth Markets to join our team. In this role, you will be responsible for managing the execution of investments on behalf of clients across all asset classes, including direct equities, bonds, FX, and managed funds. You will also be responsible for implementing portfolios as they pertain to managed accounts and direct investments.
Key Responsibilities- Manage the execution of investments on behalf of clients across all asset classes.
- Implement portfolios as they pertain to managed accounts and direct investments.
- Help embed risk and control governance uplift within the Private Wealth Team and broader business.
- Drive the review and uplift of internal processes and procedures to deliver operational efficiencies in investment execution and portfolio implementation.
- Contribute to the effective operation of governance forums, including the Product Management Committee and the Managed Account Working Group.
- Be an active and contributory member of the Private Wealth Leadership Team.
To be successful in this role, you will have a Bachelor's or Master's degree in Commerce, Finance, Economics, or Business. You will also have 5+ years' experience as an investment execution professional, trader, sales-trader, DTR, investment adviser, investment/adviser associate, or relationship manager that executes trades or implements investments or portfolios as part of their relationship management role.
You will have superior numeracy skills, acute attention to detail, and the ability to work swiftly and under pressure with vigilant accuracy. You will also have a good understanding of risk identification and risk management, particularly market/financial risk and operational risk. A solid understanding of wealth management ecosystems and processes, including wrap platforms, equities, bonds, and FX execution platforms, is also essential.
You will have strong written and verbal communication skills, diligent data input skills, and a keen eye for detail. You will also have strong numerical and analytical skills, and strong competency using Excel, wrap platforms, and equities trading platforms. Ability to work independently with minimal supervision and to take ownership of tasks is also required.
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