Assistant Portfolio Manager - Wealth Management

Mason Blake Limited
Competitive Salary + bonus
07 Aug 2017
15 Aug 2017
Contract Type
Our client, a global investment manager with over GBP300 billion assets under management is looking to hire in their private client business.

As an Assistant Portfolio Manager you will be assisting the Investment Directors in the day to day management of client portfolios and making investment recommendations.

Key responsibilities:

- Generate investment recommendations across a range of asset classes, conduct stock and fund research
- Assist Investment Directors in managing client portfolios, proactively monitoring each portfolio to ensure they continue to reflect client profiles and objectives
- Regular communication with clients to discuss portfolio/market updates and response to investment enquiries
- Execute trades in client portfolios
- Part of the Investment Committee, and regularly contribute to asset allocation decisions

Candidate Profile:

- 1-3 years' relevant experience within wealth management
- Level 4 FCA approved; and keen to study towards CISI Masters in Wealth Management
- Excellent communication skills
- Keen interest in the markets and investing

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.