Financial Portfolio Director
3 days ago
We are seeking an experienced Financial Portfolio Director to join our team at MBF. This role offers a challenging and dynamic environment where you will be responsible for managing client portfolios, developing new business, and ensuring compliance with regulatory standards.
Key Responsibilities:
- Client Management:
- Build and maintain strong relationships with clients, acting as their trusted advisor.
- Develop comprehensive risk management and tax planning strategies.
- Discretionary Portfolio Management:
- Develop and execute tailored investment strategies across multi-asset portfolios.
- Monitor portfolio performance and make adjustments to optimise returns.
- Conduct detailed financial research and analysis to identify opportunities.
- Leverage financial modelling for informed investment decisions.
- Branch Principal Duties:
- Ensure compliance with all the firm's policies, regulatory requirements, and risk-management standards.
- Manage branch operations, audits, and client accounts.
- Provide leadership, technical direction, and training to team members.
- Stay abreast of market trends and regulatory changes, ensuring best practices.
Qualifications:
- Bachelor's degree in finance, economics, business, or a related field.
- CFA (Chartered Financial Analyst) or Certified Financial Planner qualification.
- MBA or similar postgraduate degree (desirable).
What We Offer:
- A collaborative and dynamic working environment at our Maidstone office.
- Opportunity to lead and grow within a well-established and respected financial institution.
- £100,000 salary and a competitive benefits package.
- Hybrid working arrangement.
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