Portfolio Management Specialist
2 days ago
A leading national Wealth Management firm is looking for an experienced Portfolio Management Specialist to join their team in South West England.
As a senior member of the team, you will play a key role in developing the brand within the region by acquiring additional business from your own existing and new connections.
The successful candidate will have a solid background as a UK Discretionary Investment Manager and hold a Level 6 qualification via the CISI.
You will be expected to manage and advise on a book of discretionary, advisory, managed and XO client investment portfolios, placing deals resulting from portfolio reviews and option/derivative trades as and when required.
In return for your expertise, you can expect a competitive salary of approximately £60,000 - £90,000 plus bonus and full package.
Requirements:
- Solid background as a UK Discretionary Investment Manager
- Level 6 qualification via the CISI
- Demonstrable track record in closing new high-end investor business
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Financial Management Specialist
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Chief Cloud Architect for Finance Portfolio
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Head of Financial Operations
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