Portfolio Manager - Investments and Wealth

Job Advertisement: Portfolio Manager (Temporary Contract)Are you passionate about delivering exceptional investment solutions? Do you thrive in a dynamic financial environment? Our client, a leading organisation in the Financial Services and Investments sector, is seeking an enthusiastic and dedicated Portfolio Manager to join their team for a 12-month contract. This is an incredible opportunity to make a significant impact while managing client discretionary portfolios and contributing to a collaborative team culture! Role Overview: As a Portfolio Manager, you will play a vital role in the UK discretionary offering, primarily managing client portfolios to achieve their investment objectives. Your expertise will help shape the investment experience for clients, and you will work closely with Relationship Managers and other stakeholders to ensure their needs are met with excellence. Key Responsibilities:Client Management:Manage portfolios in alignment with the investment strategy to meet client objectives.Execute investment decisions and manage cash and currency effectively.Foster strong relationships with Relationship Managers to enhance the discretionary proposition and promote internal referrals.Communicate proactively with clients and advisors through meetings and strategic updates.Business Management:Collaborate within the framework of the organisation''s investment process.Contribute to growth initiatives across various mandates and play a role in investment meetings ..... full job details .....
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