Investment Portfolio Administrator

4 days ago


Cardiff, Cardiff, United Kingdom Development Bank of Wales Full time
Job Summary:

The Development Bank of Wales is seeking a Investment Portfolio Administrator to join our portfolio management team. The successful candidate will be responsible for monitoring and managing a portfolio of investment assets, with a focus on minimising financial loss and maximising profit.

This is an exciting opportunity to work in a dynamic and challenging role, where you will have the chance to make a real impact on the success of our business. If you are a motivated and results-driven individual with a passion for finance, we encourage you to apply.

Key Responsibilities:
  • Monitor and manage a portfolio of investment assets.
  • Analyse financial information to identify areas of risk and opportunities for growth.
  • Develop and implement effective plans to manage risk and drive growth.
  • Maintain accurate records and reports to ensure regular contact with clients and stakeholders.

Requirements:
  • Experience in relationship management within a bank or similar financial environment.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work under pressure and meet set targets.

Salary and Benefits:

£Competitive Salary

A full driving license is required.

We offer a comprehensive benefits package, including a salary range of £40,000 - £60,000 per annum, depending on experience.



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