Project Manager - Wealth Management - Discretionary and Investment Man

Project Manager

We currently require an experienced Portfolio Manager or Senior Project Manager who has worked within Wealth Management and has a good understanding of Discretionary and Investment management.

The role will require the right person to work with the business including Financial Advisor's to ensure the new design model for propositions and new product development is successfully rolled out. The new propositions will include - new propositions and investment services and will also include the consolidation of existing products and services.

It is essential to have worked within Wealth Management and to have a good understanding of new products and services and discretionary investment management; to be able to take a current high level design model and challenge where necessary across the business; to provide detailed planning and required documentation; to ensure all the interdependencies are taken into account across the business; to analyse information provided; to run multiple projects as part of a portfolio.

The role is based in Berkshire with some occasional travel.

Please note: Wealth Management experience is a must for this role.