This niche and prestigious Wealth Management team is looking for an addition to their Portfolio Management group. The team provides discretionary and non-discretionary services across a large and interesting mixed asset suite to High Net Worth clients based in the UK and abroad. The role involves all support and administration duties to include pitch book preparation, market research and reporting, production of investment proposals, calculating trade positions and monitoring the settlement of transactions. You will become involved and expected to contribute to investment decisions, assisting with the physical management of the portfolio and travel to the Middle East to attend clients visits. The bank will support further study, to complete the CFA and eventual regulation registration, offering a definitive and progressive career opportunity.
Back to searchAssistant Portfolio Manager
Prime Personnel UK
Posted 14 days ago, valid for 16 days
London, Greater London SW1, England
£55,000 per annum
Full Time
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Sonic Summary
- This job is with a niche and prestigious Wealth Management team
- The team provides discretionary and non-discretionary services to High Net Worth clients
- The role involves support and administration duties, investment proposals, and trade position calculations
- Applicants are expected to contribute to investment decisions and travel to the Middle East for client visits
- The salary for this position is competitive and requires at least 2 years of experience in portfolio management
