Investment Portfolio Manager

1 week ago


Manchester, United Kingdom Agility Resoucing Full time

Are you looking for a challenging career in stockbroking? We are seeking a talented individual to join our team as an Experienced Private Client Stockbrokers.

Job Description:
  • Build and maintain a portfolio of private client relationships to maximize asset and revenue growth by meeting client needs.
  • Understand investment, tax, trust, pensions, financial planning, and banking service offerings, liaising with product specialists as appropriate to deliver suitable services to the client.
  • Actively seek new business through own network, intermediaries, and other referrals.
  • Manage business in a way that is compliant with relevant rules, regulations, and in-house policies.

We offer uncapped commissions and bonus packages available immediately, allowing strongly motivated individuals to earn right away. Required skills and qualifications include a degree in accounting, maths, or economics (2:1 or above), and strong attention to detail and confidence in using Excel. Our estimated salary for this position is £40,000 - £60,000 per annum.



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