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Portfolio Manager | Investments

An award-winning banking and investment firm with a strong global presence is currently looking for a new Portfolio Manager to join their team. As a key member of the wealth and investment division you will control the management of allocated discretionary and advisory managed portfolios, develop long term relationships with clients and support offshore and wider group marketing initiatives.

This is a great opportunity to join a company which supports career development and measures their leaders on how well they grow and challenge the people they lead, whilst also ensuring clients are kept at the centre of everything they do.

Responsibilities will include:

  • Undertaking the management of a variety of portfolios to maximise the value of the funds in accordance with clients’ requirements
  • Actively participating in various investment committees and meetings and providing investment advice/ support to the team
  • Delivering presentations, attending client meetings and developing strong relationships with partners and stakeholders
  • Liaising with clients and their intermediaries to design and develop suitable and profitable schemes
  • Ensuring compliance with applicable regulations and legislation and identifying any risks
  • Supporting the development of junior team members

Experience and skills required:

  • Hold CISI IAD Level 4 qualifications and ideally be working towards CISI PCIAM Level 6 or equivalent
  • Previous experience working within the investment manager sector
  • Accuracy and good attention to detail
  • Excellent presentation and communication skills
  • Good time management skills

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

We are an equal opportunity employer and value diversity at all times.

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Portfolio Manager | Investments
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