Investment Portfolio Manager
2 days ago
Arbuthnot Latham is committed to excellence in private banking, offering a range of services to high net worth individuals. We are seeking an experienced Investment Portfolio Manager to join our team in the Southwest.
About the RoleThis is an exciting opportunity for a skilled professional to provide personalized investment advice and portfolio management services to our clients. The successful candidate will be responsible for managing and trading client portfolios to reflect central investment committee strategy and models.
Main Responsibilities:- Manage and trade client portfolios to reflect central investment committee strategy and models.
- Act as first point of contact for investment-related queries for clients.
- Contribute to the growth of the Investment Management business by supporting the banking team pitching for new investment business.
- A level 6 RDR compliant investment management/wealth management qualification or equivalent.
- FCA approval and authorisation as a CF30 if applicable.
- Current statement of Professional Standing (or ability to gain an SPS).
- Self-starter, business developer, and team player.
- Competitive salary: £80,000 - £110,000 per annum.
- BUPA health cover.
- 4x life assurance.
- Discretionary bonus.
- Market leading maternity/paternity and menopause policies.
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Investment Portfolio Specialist
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Exeter, Devon, United Kingdom Arbuthnot Latham Full timeCompany Overview: Arbuthnot Latham is a leading private banking institution that provides bespoke financial services to high net worth individuals. Our team of experts is dedicated to delivering exceptional service and tailored investment solutions.">About the Role: We are seeking an experienced Investment Portfolio Specialist to join our Investment...
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HNW Investment Specialist
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Portfolio Management Office Head
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Portfolio Manager Position
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