This vacancy is working in a UK and Internationally based company, who deal with a wide range of clients. The role involves undertaking Investment suitability, provide investment advice to customers and manage portfolios on an ongoing basis.
Key Responsibilities:- Support Relationship Managers with information on investment portfolios together with assisting in preparing pitches for new business
- To actively participate and contribute to the group’s investment management function by attending investment and asset allocation meetings
- To produce market commentary and/or supporting statistics to support the development of sales aids when required.
- To deliver a high quality level of client service where they have responsibility for direct relationships.
- To undertake the utmost care, diligence and professionalism when managing client money. Experience Required:- A minimum of five years experience as a Portfolio Manager managing money on a discretionary investment basis.
- The manager should have an MSI accreditation by way of examination or equivalent accreditation.
- Additional investment qualifications would be a distinct advantage. To ApplyIf you are interest and would like to have a chat about this role please do not hesitate to contact Loraine or Sarah on 01534 832463. All calls are treated in the strictest confidence. You can send your CV directly to
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clearly stating the reference number of the job you are interested in, and one of our consultants will contact you within 24 hours. Or Apply Here Reference Number: 2077 |
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