Senior Portfolio Manager

2 days ago


London, Greater London, United Kingdom LOM Financial Group - Wealth Management Full time
Job Description:Key Responsibilities:
  • Develop long-term relationships with clients and provide expert financial advice and planning.
  • Assess clients' needs, respond to queries, and support them in investing their capital in suitable LOM products and services.
  • Build new relationships and increase client investment in LOM products to maximise commercial outcomes.
  • Provide clients with expert financial advice and planning, including investments, banking products, and credit.
  • Ensure full compliance with regulatory and internal requirements, and industry best practice.
  • Control and monitor risk of a client's portfolio as a trusted advisor.
Requirements:
  • At least five years' experience within wealth management/financial services.
  • US Series 7 or equivalent qualification.
  • Experience in portfolio management, wealth structuring, financial planning, long-term relationship management, and with an international clientele.
  • Knowledge of all investment products in all asset classes and an industry qualification.
  • Fluency in a second language is advantageous.


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