Head of Investment Advisory & OCIO Solutions (Asset Management)

Job Description

411_3281323

Lead the Asset Management’s ”Investment Advisory and Outsourced CIO” offering for ultra-high-net-worth (UHNW) clients, large corporates and pension funds, delivering institutional-grade portfolio design, oversight and governance using the firm’s investment platform.

Key responsibilities

Client advisory and portfolio strategy

• Act as lead investment advisor and “virtual CIO” for UHNW families, family offices, large corporates and pension schemes.
• Work with clients to define investment objectives, risk tolerance, constraints, liquidity needs and time horizons, and translate these into clear investment policies.
• Design strategic and tactical asset allocations across public markets, alternatives, cash and bespoke solutions aligned to client objectives.
• Build and oversee multi-asset portfolios using the firm’s funds, mandates and approved external managers where appropriate.
• Provide ongoing portfolio monitoring, rebalancing recommendations and risk management input.

OCIO / delegated solutions

• Structure and lead OCIO or delegated-mandate relationships for institutional and UHNW clients (discretionary and advisory-plus).
• Take accountability for portfolio construction, manager selection (where in scope) and implementation within agreed governance frameworks.
• Prepare and present regular reports to investment committees, boards, trustees and family councils, explaining performance, positioning and risk.
• Lead de-risking, asset-liability and liquidity-management discussions for corporates and pension funds.

Product and platform leadership

• Work closely with portfolio managers, research, alternatives, structuring and product teams to build and refine solutions suitable for UHNW and institutional mandates.
• Identify gaps in the current product set and drive development of new strategies, model portfolios or bespoke mandates to support advisory/OCIO business growth.
• Ensure portfolios are implemented efficiently, with attention to costs, execution quality and operational robustness.

Business development and key relationships

• Partner with relationship managers, institutional sales and private banking teams to originate and win new UHNW, corporate and pension fund mandates.
• Attend and lead high-level client meetings, pitches and reviews as the senior investment representative.
• Build the firm’s reputation as a trusted investment partner through thought leadership, client events and participation in industry forums.
• Manage and mentor a small team of investment advisors/analysts as the business scales.

Governance, risk and compliance

• Ensure all advice and portfolio recommendations comply with internal policies, regulatory requirements and suitability/appropriateness standards.
• Maintain high standards of documentation: investment proposals, IC packs, client meeting notes, portfolio guidelines and ongoing monitoring records.
• Work with risk and compliance to embed best practice in portfolio risk management, product governance and client disclosures.

Required experience

• 15+ years’ experience in investment advisory, portfolio management or OCIO / fiduciary management, ideally within an asset manager, private bank or institutional consultant.
• Proven track record advising UHNW / family offices and institutional clients (corporates, pension funds) on multi-asset portfolios.
• Strong understanding of public markets, alternatives, portfolio construction, risk management and, for pension/corporate clients, basic asset-liability and liquidity considerations.

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2026-02-16 08:21:58