Investment Portfolio Supervisor
3 weeks ago
About the Role: Meraki Talent Ltd is collaborating with a prominent Wealth Management organization in the UK, seeking to recruit a skilled Portfolio Manager.
Key Responsibilities:
- Overseeing a diverse array of client investment portfolios
- Assessing client needs and their investment capabilities
- Ensuring that portfolios align with established mandates
- Implementing modifications to client portfolios as necessary
- Offering assistance to Investment Managers
- Conducting research and analysis on potential products for clients
Candidate Profile: Applicants should possess a background in Investment Management, demonstrating a proven ability to manage multiple portfolios effectively.
Qualifications: Candidates must hold Level 7 qualifications, such as the CISI Chartered Wealth Manager (CWM) or CFA designation.
This position is permanent.
Is this opportunity right for you? At Meraki, we are passionate about recruitment and value the importance of clear communication.
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