Portfolio Manager

2 months ago

Manchester, United Kingdom Annular Group Full time
{"title": "Investment Manager", "description": "Job Summary

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.
Requirements
  • 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.
About Annular Group

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.

", "lang_code": "en-US"}

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