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Job Location | London |
Education | Not Mentioned |
Salary | Competitive salary |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
PortfolioManager ,Multi Asset ,Private Bank ,IAD**This is a 18 month Fixed Term Contract**The ClientA highly regarded and prestigious Private Bankbased inLondonThe RoleThe Portfolio Manager will primarily manage client discretionary portfolios whilst supporting the team in ensuring allclientsneeds are met. ThePortfolio Managerwill collaborate and communicate with other business units across the firm to achieve Investmentobjectives.The Portfolio Manager will manage portfolios in line with company strategy to achieve agreed client investmentobjectives.The Portfolio Managerwill implement client investment decisions (trade execution)andundertake cashand currencymanagement.The Portfolio Managerwill build andmaintaingoodrelationships withthe firm’sRelationship Managers to promote knowledge of, and trust in the discretionary proposition with a view to promoting internal referrals ofbusiness.The Portfolio Managerwill collaborate with other business and resource units asrequired(ieinternal research,external manager research team, etc).The Portfolio Managerwill be expected tocommunicate effectively with colleagues across the discretionarybusinessandregardinginternal and external investment meetings.The Portfolio Managerwill develop an active relationship with client advisors and clients including physicalmeetings.The Candidate3-5 years Investment Management / Portfolio Management experience within multi asset.Level 4 RDR as a minimum, Level 6 would beneficial PCIAM.Understanding of financial markets, investment theories and asset valuations.Advanced Excel skills.Communicate in a clear and consistent manner, taking account of the relevantstakeholder.Be able to build and manageteams using diverse skills and perspectives to achieve commongoals.Navigatethrough ambiguity to achieveresults.