Investment Portfolio Manager

1 month ago


London, Greater London, United Kingdom Marketing Leads UK Ltd Full time

Marketing Leads UK Ltd is looking for an experienced investment professional to join their team as an Investment Portfolio Manager. Based in London, this full-time position comes with a competitive salary of £24,000 - £30,000 per annum, plus performance-based bonuses up to £120,000.

Job Summary

The successful candidate will be responsible for managing client portfolios, providing personalized investment advice, and staying informed about market trends and economic developments. They will also be expected to develop comprehensive financial plans and investment strategies.

Responsibilities
  • Manage and monitor client portfolios, making adjustments as necessary to meet performance objectives.
  • Provide tailored investment advice to clients based on their financial goals, risk tolerance, and market conditions.
  • Develop comprehensive financial plans and investment strategies.
  • Stay informed about market trends, economic developments, and new investment products.

The ideal candidate will have a strong understanding of financial markets, excellent interpersonal skills, and a commitment to delivering outstanding service. They should also have a minimum of 2 years of experience in investment advising, financial planning, or a related broker role.

What We Offer

This role offers a range of benefits, including:

  • A competitive salary and performance-based bonuses.
  • Comprehensive health, dental, and vision insurance.
  • Retirement savings plan with company match.
  • Professional development opportunities and support for relevant certifications.


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