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About the Role

Titan Wealth Group is seeking Senior Portfolio Managers to support its ongoing growth. The role involves managing client investments on a discretionary and advisory basis, providing related services, and introducing new funds under management.

Responsibilities

• Manage clients’ investments, including providing investment advice, to meet objectives within their risk profile and in line with the firm’s Asset Allocation process and Outliers reporting and Client Suitability requirements.
• Represent the company to clients, potential clients, and introducers to develop the business in accordance with strategic and financial objectives.
• Maintain the highest standards of compliance in keeping with the company’s obligations to clients, counterparties, and the regulator.
• Maintain good client relationships.
• Encourage a culture of compliance throughout the company.
• Reflect company policy in investment and service levels and maintain all necessary records in the event of any material deviation.
• Manage support staff in the delivery of their personal and team objectives and responsibilities.
• Develop own professional expertise through on the job training, formal training, and professional qualifications.
• Familiarize with and abide by the company’s value statement and policy with regard to Treating Customers Fairly (TCF).
• Familiarize with and abide by company policy on Client Data Security.
• Be fully familiar with the firm’s Anti-Money Laundering staff handbook and Money Laundering regulations, ensuring compliance.
• Be fully familiar with the firm’s complaint handling procedures.
• Carry out any other duties as may reasonably be required.
• Maintain compliance with the honesty and integrity, training and competence, and financial soundness requirements of the FIT and Proper Test for Approved Person (FIT) and all Principles applying to approved persons.
• Follow the requirements of the Conduct of Business Rules, including accepting and classifying clients, knowing your client, ensuring advice is suitable, taking reasonable steps to ensure clients understand risks, ensuring fair treatment of client conflicts of interest, ensuring transactions are not entered into with excessive frequency, and adhering to Consumer Duty outcomes.

Requirements

• 5+ years’ Investment Management, or equivalent, experience within an Asset Management firm.
• In-depth understanding of equity, fixed income, and alternative assets.
• Passionate about markets with a keen interest in financial theory and multi-asset investing.
• Excellent interpersonal skills and the ability to work effectively within a team environment.
• Proactive and well-organised individual with strong investment idea generation skills.
• Able to demonstrate solid analytical and quantitative abilities.
• Strong communication and relationship management skills.
• Business-oriented and focuses on the customer.

Skills

• Investment Management
• Equity
• Fixed income
• Alternative assets
• Financial theory
• Multi-asset investing
• Interpersonal skills
• Teamwork
• Investment idea generation
• Analytical abilities
• Quantitative abilities
• Communication skills
• Relationship management

Location

• Harrogate

Work Type

• Hybrid working

Experience Level

• Senior

Education Level

• CFA / CAIA qualification is advantageous

Salary/Compensations

• Competitive salary

Benefits

• 25 days annual leave + public holidays
• Private medical insurance
• Group life insurance
• Income protection insurance
• 6% employer pension contribution
• Further education and training support
• Discretionary performance related bonus
• Confidential Employee Assistance Programme
• 2 days per year for voluntary work
• “Salary Extras” employee discounts
• Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
• Buy and sell holidays up to 5 days
• Flexible benefits

About the Company

• The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services.
• Titan's strategy is to offer modular, incremental services allowing clients to adjust their business models.
• Titan is an active acquirer of UK based asset managers and other wealth related businesses.
• Titan Private Wealth is a well-established independent investment management business providing portfolio management and stockbroking services to private clients.
• Titan Private Wealth has full in-house back office, research and support teams.
• Titan Private Wealth is committed to providing exceptional service and developing long-term, trusted relationships.
• Titan Private Wealth recently rebranded from Cardale, founded in 2003 and based in Harrogate.
• The Titan Group is an active acquirer of asset managers in the UK and provides services to Discretionary Investment Managers (DFM) and Investment Fund Advisers (IFA).
• Titan Wealth meets universal wealth and asset management needs by supporting IFAs and DFMs with innovative, quality, and integrated solutions.
• Titan Wealth is a regulated wealth and asset management business bringing high quality execution and administration through leveraging Group resources and technology.

Equal Opportunity

• The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation.
• We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members.
• We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.