Associate Portfolio Manager – London (Hybrid)

Rathbones Group Plc; Greater London; Hybrid; GBP 80,000 - GBP 100,000; Full time

Job summary

A leading wealth management firm in Greater London is looking for an Associate Portfolio Manager to support the management of client investment portfolios. This role involves working closely with clients to align their investments with financial goals, under close supervision. Candidates should have a Level 4 qualification and experience in financial services. The position offers a hybrid working pattern and comprehensive benefits, promoting a collaborative culture.

Benefits

Company pension

Private medical insurance

Discretionary bonus

Flexible holidays

Study support

Qualifications

• Experience in portfolio management, suitability reviews, and client reporting.
• Understanding of Rathbones proposition and investment process.
• Awareness of regulatory environment and compliance standards.

Responsibilities

• Support construction and management of investment portfolios.
• Monitor performance and recommend adjustments to portfolios.
• Collaborate with PM teams and engage in client relations.

Skills

Experience in financial services

Strong communication skills

Analytical skills

Familiarity with quantitative methods

Client-centric approach

Education

Level 4 CISI Investment Advice Diploma

Job description

A leading wealth management firm in Greater London is looking for an Associate Portfolio Manager to support the management of client investment portfolios. This role involves working closely with clients to align their investments with financial goals, under close supervision. Candidates should have a Level 4 qualification and experience in financial services. The position offers a hybrid working pattern and comprehensive benefits, promoting a collaborative culture.