Portfolio Manager

6 days ago


Manchester, United Kingdom Annular Group Full time
About the Role

We are seeking an experienced Portfolio Manager to join our team at Annular Group. As an Investment Manager, you will be responsible for crafting, advising, and managing bespoke portfolios for our clients.

Key Responsibilities
  • Manage a variety of advisory and discretionary portfolios, customizing them to meet clients' investment objectives.
  • Foster and elevate client relationships to exceptional standards.
  • Develop portfolios considering clients' suitability, performance goals, and tax implications.
  • Engage in marketing, business development, and networking activities, including preparing and delivering pitches and presentations to prospective and existing clients.
  • Participate actively in investment and research committee meetings.
  • Contribute to the firm's long-term strategic goals.
Requirements
  • Minimum CISI Level 6 or 7
  • A strong commitment to a friendly, client-focused approach
  • An established network of professional contacts
  • Experience managing an existing client portfolio
About Annular Group

Annular Group is a UK-based independent stockbroking business that has partnered with a leading investment management company. We pride ourselves on delivering exceptional personal investment services that enhance clients' wealth. Our culture is built on open communication and collaborative working, where managers and directors work side-by-side with their teams to share ideas and contribute to continuous improvement.



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