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Portfolio Manager
2 months ago
Annular Group is seeking an experienced Investment Manager to join our team. As a key member of our investment team, you will be responsible for crafting, advising, and managing bespoke portfolios for our clients.
Key Responsibilities- Manage a variety of advisory and discretionary portfolios, customizing them to meet clients\u2019 investment objectives.
- Foster and elevate client relationships to exceptional standards.
- Develop portfolios considering clients\u2019 suitability, performance goals, and tax implications.
- Engage in marketing, business development, and networking activities, including preparing and delivering pitches and presentations to prospective and existing clients.
- Participate actively in investment and research committee meetings.
- Contribute to the firm\u2019s long-term strategic goals.
- Minimum CISI Level 6 or 7.
- A strong commitment to a friendly, client-focused approach.
- An established network of professional contacts.
- Experience managing an existing client portfolio.
Annular Group is a UK-based independent stockbroking business with a prestigious history as a market leader. We pride ourselves on fostering a culture of open communication and collaborative working.
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