Senior Portfolio Manager

3 weeks ago


Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full time

Job Overview:

This Senior Portfolio Manager role in the Bristol area offers a fantastic opportunity to join a well-respected Chartered business.

As part of this position, you will be provided with an existing portfolio of circa £20m AuM, with the aim of servicing, retaining, and growing this portfolio.

The business has positioned itself to operate with average client holdings of £500,000+, often featuring clients with significant assets.

Key Responsibilities:

  • Service and retain existing clients
  • Grow the portfolio through strategic client relationships
  • Work closely with the business to achieve targets and goals

About the Business:

Our client is a well-established Chartered business with a strong reputation in the industry.

They are committed to providing exceptional service to their clients and are looking for a skilled Senior Portfolio Manager to join their team.



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