Asset Portfolio Manager
4 weeks ago
We are seeking a skilled Portfolio Manager to join our Wealth Management division. The successful candidate will be responsible for managing client relationships and individual client portfolios in line with agreed Strategic Asset Allocation, benchmarks, and restrictions.
Key Responsibilities- Manage client relationships and individual client portfolios in line with agreed Strategic Asset Allocation, benchmarks, and restrictions.
- Recommend and action changes to underlying securities and/or funds in line with appropriate models and funds buy-list.
- Report to clients in a timely and professional manner.
- Meet with clients regularly and ensure any action agreed is minuted and implemented.
- React to client-related enquiries in a timely manner and maintain a record of responses.
- Have primary responsibility for new client set-up, sign-off, and maintenance in a timely fashion.
- Manage and train Assistant Portfolio Managers or Associate Portfolio Managers on the team.
- Undertake regular review of work allocated to Administrative Assistant/Client Service Executive and ensure mandates are adhered to, risk profiles are respected, clients are treated fairly, and suitable revenue is achieved.
- Actively market and develop profitable new client relationships both internally and externally.
- Strong understanding of global segregated offering.
- Controlled Function 30 - Customer function.
- Approved Level 4 or above FSA approved regulatory qualification.
- CISI Diploma or equivalent higher level qualification.
- Professional, organised, motivated, self-starter, strong interpersonal and verbal/written communication skills.
- Demonstrated investment experience.
- A really good communicator - great at listening, being clear, and giving reassurance.
- A good number cruncher.
- Self-motivated and enthusiastic.
- Good at working in a team, and with other teams.
- Keen on developing others, perhaps even managing people formally.
- Real attention to detail.
- Able to work under pressure and to tight deadlines.
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Senior Portfolio Manager
4 weeks ago
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Asset Portfolio Manager
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