I am working with a wealth management and investment firm who is actively expanding their investment team and require a Junior/Trainee Portfolio Manager to join their fantastic team in their Bath office. This role would be perfect for someone who has relevant experience in a similar organisation.
As a Trainee Portfolio Manager, you will manage, develop and maintain relationships with a wide range of High Net worth clients across the South West region. This a fantastic opportunity for someone who is looking to develop their career into managing your own clients and learning from some of the very best in the industry.
In this role you will be expected to assist the Portfolio Managers with efficient management of theclient’s investments by reviewing client portfolios, placing trades on behalf of the Portfolio Managers, raising cash when clients request or when the need to subscribe for ISAs arises, ensuring annual capital gains tax allowances are used where applicable, preparing client meeting notes, writing investment proposals, assisting in writing valuation reports and responding to client questions.
To be a successful applicant you will be able to demonstrate the following:
- Experience of working within an Investment Administration/DFM Role
- Investment Qualifications
- High level of numeracy
- Strong communication.
For more information on this role, please contact Recruit UK on 01179-170416. Quote reference 11930
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