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Role
Nigel James Associates is working with a leading national wealth management firm who are seeking a qualified & and ambitious Portfolio Manager.
The role is based in Liverpool and Hybrid working is available.
The role involves providing portfolio management services to Investment Managers (IMs) and clients, and provides an opportunity to join a well-established team, contributing to the ongoing development and success of the branch, as well as develop your career achieving key professional qualifications.
Key responsibilities:
- Managing portfolios for a diverse range of clients, including individuals, families, trusts, corporates, and charities
- Construct, implement, and maintain investment models, ensuring client portfolios are aligned and managed effectively
- Conduct regular reviews of client portfolios to ensure the ongoing suitability of investments
- Execute trades in stocks, shares, collectives, and structured products as instructed
- Create investment schemes for new clients and produce investment proposals
- Monitor and address portfolio outliers
- Develop investment strategies in coordination with other portfolio managers
Requirement
- RDR compliant with a minimum CISI Level 6 qualification, or equivalent (CFA)
What Next?
If you want to join a company that values it's employees, with a great culture and work in client centric team then please apply to find out more.
