Portfolio Manager sought for a Financial Services/Wealth Management business in Devon in order to provide a professional investment service to clients, whilst developing existing and new client relationships. As an experienced portfolio manager you will ideally possess an investment certificate or Investment Advise Diploma as well as practical experience in the industry to include extensive knowledge of investment management processes...
Our client is one of the largest independent private client investment managers in the UK. They are committed to providing a highly personal service to their clients through regular reviews. In this role you will assist with the administration of private client portfolios in accordance with the client’s individual investment objectives. Main Activities: Provide a professional service to all clients, developing existing a...
Portfolio Manager Location: Exeter Salary: £25,000 - £30,000 This is an incredible opportunity to be working for one of the leading stockbroking and investment management companies in the UK that offer traditional, high-quality service to the discerning private investor. In this position you will be given great responsibility and a wide rage of duties to manage client portfolios. Duties and Require...
Our client is a very well established traditional Investment Management company with a sizeable operation in Exeter. In this role you will provide a professional investment service to HNW clients, developing existing and new client relationships. You will work with a senior Investment Director reviewing portfolios for the ongoing suitability of investments and to ensure objectives are being met. You’ll arrange deals for clients in st...
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