Portfolio Manager Bath

I am working with a wealth management and investment firm who is actively expanding their investment team and require a Portfolio Manager to join their fantastic team in their Bath office. This role would be perfect for an experienced Portfolio Manager with considerable experience in the Investment/DFM Arena.

As a Portfolio Manager you will build, develop and maintain relationships with a wide range of High Net worth clients across the South West region. This is a new role so a fantastic opportunity for someone who is looking to develop their career and expand on existing skills and experience.

In this role you will be expected to effectively articulate a full product range and investment processes and be able to construct the appropriate portfolio, based on a client's needs and objectives. Full understanding of client suitability and how this should lead to the correct client outcome is necessary.

Additionally; your role will encompass the review of client portfolios and the writing of investment proposals and valuation reports, presenting to client as well as seeking out new business opportunities from existing/new clients as well as the wider professional community.

To be a successful applicant you will be able to demonstrate the following:

• Experienced portfolio manager.
• IMC/PCIAM
• High level of numeracy
• Strong communication and presentation skills.

If you would like to find out more about this role, please contact Louise Bibb on 01179-170416. Quote reference 11929