Senior Portfolio Manager
3 weeks ago
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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