Investment Portfolio Specialist

4 days ago


Liverpool, United Kingdom Resource Matters Ltd Full time

Our wealth management client has an opening for an Investment Portfolio Specialist within their Liverpool office and with strong presenting experience

The Portfolio Specialist will have management responsibilities for our clients Portfolio Economist thus line management experience is desirable.

A fundamental requirement of the role is outstanding presentation skills, with experience of delivering complex information in an engaging and simplified form, both online and face-to-face. We are looking for a confident and articulate individual, with awho will record weekly market update videos for broadcast to external clients and employees, whilst also providing regular and engaging commentary for various online portfolios and educational videos.

They will also need to be able to connect the Investment Management team and various client facing department. The key to this role is not so much a mass of investment experience, rather some investment experience withexceptional presentation and communicationskills with some management experience.

Essential qualifications are the IMC or willingness to work towards plus a demonstrable experience in presenting as above



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