Skybound Wealth Management

Operations

• Act as the central investment contact for advisers and sales managers, providing guidance on strategy, asset allocation, portfolio construction, risk and performance
• Support adviser-led client meetings and explain Skybound’s investment proposition
• Respond to technical queries and requests for portfolio analysis, performance information and investment commentary
• Review client portfolios and construct bespoke solutions using approved managers and Skybound’s methodology
• Own the day-to-day implementation and consistent use of Skybound’s investment proposition across the Group
• Maintain understanding of approved managers, solutions and model portfolios and guide advisers on appropriate use
• Monitor external managers and model portfolios and communicate relevant changes
• Keep portfolio-construction methodology practical, documented and current
• Chair the Investment Committee, coordinate papers, record decisions and track actions
• Conduct formal due diligence on investment partners at least twice annually
• Coordinate portfolio reviews, maintain governance records and prepare oversight packs
• Work with Compliance and control functions on internal and regulatory requirements
• Lead quarterly investment workshops and proposition training for new advisers
• Provide ongoing education on markets, portfolio construction, approved solutions and proposition changes
• Lead and develop the Global Dealing Team and oversee service to advisers
• Ensure trades are checked in line with procedures, with effective controls, escalation and management information
• Identify dealing risks and opportunities to improve investment processes
• Coordinate client transitions, address significant cash balances and lead portfolio migrations
• Develop processes and management information showing proposition adoption and effectiveness
• Produce weekly investment operations MI and monthly investment reporting
• Prepare monthly investment performance packs covering approved managers and solutions
• Report directly to the Group Head of Proposition

Investment Proposition – Operations Manager