Assistant Portfolio Manager

Role Overview

We're looking for an Assistant Portfolio Manager to join our Wealth Management division. You'll work alongside Portfolio Managers, delivering excellent client service and investment management. You'll be hands-on, learning the foundations of investment and tuning in to clients' needs.

What You Will Do

Support Portfolio Managers, manage clients' portfolios, plan and attend client meetings, prepare client material, and carry out trades. You'll also handle administrative duties, keep colleagues informed, and participate in professional development.

Why It Might Be a Fit

This role suits someone who is client-focused, with a genuine interest in investment management and strong relationship-building skills. You'll have opportunities to 'own' your own client relationships and develop as a trusted adviser.

Requirements

• Excellent IT skills, especially with the Microsoft Office suite
• A keen interest in the wealth management industry
• An interest in global financial news and markets
• Excellent communication skills and an ability to multi-task

Benefits

• Annual in-depth client reviews
• Standard professional career exams supported
• 10 days of study leave and sponsored courses for professional qualifications
• Flexible working options
• Opportunities for profile building and career development