Portfolio Manager
3 weeks ago
Someone who is passionate about delivering excellent client service and investment management for our clients.
Manage, either directly or in conjunction with Portfolio Director and/or Associate/Assistant Portfolio Manager, client relationships and individual client portfolios in line with appropriate and agreed Strategic Asset Allocation, benchmarks and restrictions.
• Fully understand the client's inter-family relationships, individual circumstances, risk profile, investment objectives, specific restrictions and resulting mandates
• Within each asset class, recommend and action any changes to underlying securities and/or funds in line with appropriate models and funds buy-list
• React to all client related enquiries in a timely manner and maintain a record of responses
• KYC, ML/DD suitability and restrictions). This to include issuance of the Welcome/Initial Policy Letter
• o Risk profiles are respected;
Performance dispersion is minimised across client base when mandate/risk profile similar
• An approved Level 4 or above FSA approved regulatory qualification;
• • Demonstrated investment experience
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
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