Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Portfolio Manager , Wealth Management , CFA

Job LocationLondon
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

The Role:This is a fantastic opportunity for an experienced Portfolio Manager to join a successful and ambitious team within an established Wealth Management firm.The Portfolio Manager will be responsible for the construction of Centralised investment portfolios for clients, ensuring that the portfolios are managed in line with client requirements, their tax situation and appetite to risk, whilst being guided by theWealth Management firms investment views.The Portfolios constructed will be a mixture of Advisory, Execution only and some Bespoke client portfolios.The Portfolio Manager will investment directly into multi-asset class Funds, bonds / fixed income and Equities / ETFs.The Portfolio Manager will carry out regular portfolio reporting and evaluation process must remain in place, as the Portfolio Manager will be responsible for documenting any changes to client portfolio (asset allocation / changes to the financial markets).Assist with the evaluation of different asset classes and select appropriate securities for inclusion in client portfolios, whilst evaluating the impact of strategic and tactical asset allocation decisions and rebalancing client portfolios accordingly.Evaluate the impact of stock/fund specific, market and general economic indicators and take appropriate action within client portfolios.The Portfolio Manager will write clear, concise and technically accurate communications to clients and Wealth Managers , and from time to time attend client meetings.Day to day management and monitoring of model portfolios and production of investment proposals.The Candidate 4-7 years experience within Portfolio Management - with a thorough understanding of all asset classes and portfolio construction within the wealth and asset management industry.Sound knowledge of UK wealth management industry and the regulatory frameworkRelevant industry qualifications either PCIAM or full CFAessentialExperience investing directly into Funds (equity, ETFs, fixed income)A strong understanding of Fixed Income would be highly beneficial.Ambitious with a desire to grow with the team.Strong interpersonal skills.Entrepreneurial, self motivated and target driven.

APPLY NOW

© 2019 Naukrijobs All Rights Reserved