Strategic Portfolio Manager

23 hours ago


London, Greater London, United Kingdom cer Financial Ltd Full time
Strategic Portfolio Manager

We are seeking a skilled Strategic Portfolio Manager to join our team at cer Financial Ltd, based in the City of London. The salary for this position is £160,000 per annum.

Cer Financial Ltd is working alongside an international bank to seek a highly experienced professional on a permanent basis.

This role requires strong business acumen and exceptional networking skills to develop client relationships, anticipate, and provide solutions to client needs. You will be responsible for driving the accurate assessment of client risk profile, suitability, and appropriateness for Wealth Management Services.

The successful candidate will have experience managing a team of advisors and have direct knowledge and experience of the African market (West Africa). A minimum of 10-12 years of experience as a Private Banker/Investment Advisor is required.

We offer a competitive package including a salary, bonuses, and other benefits. As a Strategic Portfolio Manager, you will have the opportunity to work with clients from various backgrounds and industries, developing tailored financial solutions to meet their individual needs.

The ideal candidate will possess commercial instinct and ability to build opportunities into revenue. They should be RDR Compliant - Level 6 and have a strong understanding of the UK regulatory framework.



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