Associate Portfolio Manager

The Associate Portfolio Manager position in London But With Offices Around the Countr centres on assisting Portfolio Directors with day-to-day management of client relationships and investment portfolios, with the intention to develop the skills necessary to progress to a Port. It would suit someone who can bring warm, steady communication with children and families to the role.

Why this role may suit you

We have around 6,000 people on six continents. And we’ve been around for over 200 years, but keep adapting as society and technology changes.

Sales work involved

Assisting Portfolio Directors with day-to-day management of client relationships and investment portfolios, with the intention to develop the skills necessary to progress to a Portfol. Understand the client's inter-family relationships, individual circumstances, long-term objectives, risk profile, mandates, restrictions and future needs. Reporting to clients in a timely manner and contribute with ideas for content.

Sales skills and experience

• Ensure delivery of excellent client service, including involvement with projects to enhance the client experience.
• Degree qualified, or equivalent.
• Should hold the Investment Advice Diploma (IAD) qualification, or equivalent Level 4 FCA approved qualification (Preferred).

Practical information

• Additional detail: Flexible working options may be available.

Job details

• Benefits mentioned: Flexible working