Financial Portfolio Manager
3 weeks ago
Financial Portfolio Manager
Estimated Salary: 60,000 - 90,000 per annum (London, UK)
Performance bonus up to £100,000.
About the Role
We are seeking an experienced Investment Manager to contribute to our growth as a leading boutique wealth manager in the UK. Our company runs its own award-winning funds.
As a Financial Portfolio Manager, you will be responsible for managing client portfolios, providing financial planning activities, and delivering market out-performance.
Key Responsibilities
- Manage client portfolios with optimal investments and fund mixes
- Provide financial planning advice to private clients with complex needs
- Collaborate across the Investments & Wealth Management Division to deliver bespoke financial plans
- Hold meetings, attend events, and host networking sessions
- Develop professional relationships with potential new clients and business partners
- Contribute to team growth plans and coaching
Requirements
- 3+ years' experience as an Investment Manager or similar role
- Experience in portfolio management and optimization
- Bachelor's degree minimum, preferably Master's degree
- Chartered status or equivalent (e.g., Chartered Financial Planner)
- Strong technical knowledge and client service skills
What We Offer
- A London-based role with travel opportunities
- Hybrid working arrangement
- Full-time / permanent position with annual leave
- Great secondary benefits package
- Performance-related salary increase and additional earnings bonus
- Ongoing personal and professional development
- Opportunity to work with a leading boutique wealth manager in the UK
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