Investment Manager - Gibraltar

Permanent contract|Gibraltar|Private Banking

Investment Manager - Gibraltar

Kleinwort Hambros
Gibraltar, United Kingdom Permanent contract Private Banking


Description of the Business Line or Department

Portfolio Management Solutions provides investment management services to the bank’s clients either through direct portfolios or via mutual funds. The relationship with the client can be either discretionary or advisory. With a discretionary relationship trades may be executed with specific trade approval based on the overall mandate. For advisory relationships each trade must be approved by the client.

Summary of the key purposes of the role

  • Manage client portfolios in line with client mandate/restrictions, group investment policy and regulations.
  • Provide clients with updates and investment advice consistent with group policy.
  • Contribute to regular investment team meetings and participate in the various asset class committees.
  • Work closely with CRMs and other groups in their commercial efforts to promote the investment offering.
  • Actively embed the firm code of conduct and risk awareness culture
  • Share best practice and contribute to the development of junior staff

Summary of responsibilities 

  • Business development
    • Promote, consistently within the client expectations, the full product range available in KH based on their market knowledge (ie Advisory, Discretionary)
    • 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
    • Be a key player in the promotion of our Discretionary services
    • Present the bank offer internally and externally as required.
    • Provide input into marketing materials
  • Operating Risk and Regulatory responsibilities
    • Complete CPD, continue professional development and maintain a valid Statement of Professional Standing (SPS).
    • When managing funds, ensure full compliance with relevant regulation.
    • Perform all duties in line with SG and KH procedures
    • Comply with relevant jurisdiction regulation and always treat customers fairly.
  • Management of Portfolios
    • Ensure portfolios are managed in line with client mandate/restrictions and SG and KH policy and that strategy changes are implemented promptly where applicable.
    • Ensure efficient execution of trades.
    • Understand client restrictions and tax position and manage portfolios accordingly.
  • Contribute to Investment Performance
    • Produce ideas that contribute to investment performance via universe selection committees, huddles or other forums.
    • Write up briefing notes on any investment ideas, share around team and collaborate with peers across group when applicable.
  • Client Communication
    • Perform review meetings with clients explaining portfolio performance and KH strategy.
    • Contribute to written client materials as required.
    • Answer ad-hoc client queries as required.
    • Provide advice to clients on their portfolios based upon KH Strategy.
  • The employee must know and comply with the regulations, rules and procedures, internal and external applicable in the context of its function and follow the compulsory training.

  • Perform all duties in accordance with the principles outlined in the SG Code of Conduct, as well as the policies and procedures relevant to your responsibilities, to ensure that you adhere to a culture that treats clients fairly and focuses on the long term sustainability of client relationships.

Profile required


  • Individual contributor competencies as defined in the SG Leadership Model
  • Experience and understanding of all major asset markets (equities, bonds, FX, commodities, hedge funds)
  • Sound understanding of asset allocation and portfolio construction principals.
  • Good understanding of investment risk management issues.
  • Good knowledge of UK regulatory framework.
  • Knowledge of global and macro economic markets
  • Know how in terms of assets class and investment solutions that can be structured
  • Know how in terms of technical portfolio setup and assets allocation
  • Knowledge of risk management principles and tools
  • Knowledge of market data providers tools
  • Knowledge of Immune golden rules and constant attention paid to
  • Strong analytical skills
  • Attention to detail
  • Competency with Microsoft office programs (in particular Excel)
  • Understanding of UK tax framework.
  • Discipline & organisation
  • Capacity to communicate and manage relationship with clients and prospects, and CRM
  • Capacity to work as a team
  • Capacity to listen and to summarize, orally and written
  • Good judgement skills to adequately raise an alert and/or exercise whistle blowing, in regards to operational risks exposure among other things

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 reassignment.

We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, sexual or gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.

Reference: 21000N62
Entity: Kleinwort Hambros
Starting date: 2021/09/27
Publication date: 2021/07/22