Investment Portfolio Specialist

1 week ago


Exeter, Devon, United Kingdom Arbuthnot Latham Full time

Company Overview: Arbuthnot Latham is a leading private banking institution that provides bespoke financial services to high net worth individuals. Our team of experts is dedicated to delivering exceptional service and tailored investment solutions.

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About the Role: We are seeking an experienced Investment Portfolio Specialist to join our Investment Management team in the Southwest. The successful candidate will be responsible for managing client portfolios, providing investment advice, and contributing to the growth of our business.

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Salary and Benefits: The estimated salary for this role is £70,000 - £90,000 per annum, depending on experience. In addition to a competitive salary, we offer a range of benefits, including a discretionary bonus, BUPA health cover, and 4x life assurance.

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Job Description: As an Investment Portfolio Specialist, you will be responsible for the following key tasks:

  • Managing and trading client portfolios to reflect central investment committee strategy and models.
  • Acting as the first point of contact for investment-related queries from clients.
  • Contributing to the growth of our Investment Management business by supporting the banking team in pitching for new investment opportunities.
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Required Skills and Qualifications: To be successful in this role, you will need to have the following skills and qualifications:

  • A level 6 RDR compliant investment management or wealth management qualification or equivalent.
  • Prior experience in a similar role within a HNW private client environment.
  • FCA approval and authorisation as a CF30 if applicable.
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Benefits and Perks: As a valued member of our team, you can expect to enjoy a range of benefits and perks, including:

  • A competitive salary.
  • A discretionary bonus.
  • BUPA health cover.
  • 4x life assurance.
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About Us: At Arbuthnot Latham, we are committed to equal-opportunities for all staff and candidates. We believe in embracing diversity and inclusion, and we understand why they are critical for the success of our business and people.

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Disclaimer: Please note that all applications must be submitted through our website. We do not accept applications via email or other means. If you require any adjustments or arrangements to assist with your application, please let us know in advance.



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