
Senior Portfolio Manager
4 days ago
We are seeking a skilled Wealth Manager to join our team. The ideal candidate will have a strong understanding of financial planning and be able to build solid relationships with clients.
The successful candidate will be responsible for managing a portfolio of clients, providing personalized investment advice, and identifying opportunities for growth. They will also be expected to stay up-to-date with market trends and regulatory requirements.
This is an exciting opportunity for someone looking to develop their career in wealth management. If you have the skills and experience required for this role, we would love to hear from you.
Key Responsibilities- Build and maintain a portfolio of high net worth clients.
- Provide personalized investment advice and identify opportunities for growth.
- Stay up-to-date with market trends and regulatory requirements.
- Certified Wealth Management or Financial Planning qualification.
- Pre-existing client book of NRI and/or HNI.
- Service focused with strong numerical and analytical skills.
- Previous experience in managing high net worth clients desirable but not essential.
- Opportunity for further chartered qualifications relevant to the industry.
- Multitude of career opportunities and progression.
- Competitive commission bonus based on a transparent structure.
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