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London Portfolio Manager – Wealth Management (6-Month FTC)
Job summary
A leading wealth management firm in London seeks a Portfolio Manager for a 6-month fixed term role. Responsibilities include analyzing client needs, producing proposals to support colleagues, and managing client portfolios. Ideal candidates will have previous experience in a similar position, a CISI Level 7 qualification, and skills in financial markets. The role offers an opportunity to work within a collaborative and high-performing team impacting clients and communities positively.
Qualifications
- Previous experience in portfolio management within a wealth management business.
- Maintains up to date knowledge of market and regulation changes through CPD.
- Ability to build rapport and interact effectively with clients.
Responsibilities
- Analyse client aims and needs for portfolio solutions.
- Produce proposals to support Wealth Management colleagues.
- Review and adjust client portfolios based on market changes.
Skills
Education
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.