
Investment Portfolio Manager
2 weeks ago
We are seeking a skilled Investment Portfolio Manager to join our Wealth and Personal division. As part of a leading financial services organisation, you will be responsible for managing client investment portfolios, providing strategic recommendations, and contributing to the growth of our wealth management business.
Key Responsibilities:- Manage and service client investment portfolios to ensure alignment with their financial goals.
- Conduct regular portfolio reviews and provide tailored investment recommendations.
- Work closely with senior managers to support high-net-worth clients with advisory and portfolio services.
- Prepare financial analysis reports and monitor market trends to identify opportunities and risks.
- Ccoordinate with internal stakeholders to ensure timely execution of investment strategies and client requests.
- Participate in regular investment meetings and training sessions with fund managers and product teams.
- Maintain compliance with regulatory requirements and internal policies.
- Wealth Management
- Sustainability
- Investment Strategies
- Financial Modelling
- Financial Analysis
- Banking
- Capital
- Regulatory Requirements
- Service Excellence
Benefits: This is a full-time, office-based role that offers a competitive salary and benefits package. If you are a motivated and experienced Investment Portfolio Manager looking for a new challenge, please apply now.
About Us: We are a leading financial services organisation committed to delivering innovative, client-focused financial solutions. Our team is dedicated to providing exceptional service excellence and building long-term relationships with our clients.
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