Emerging Portfolio Manager for HNW Clients

atomos wealth; West of England; Vor Ort; GBP 45.000 - 65.000; Vollzeit

Zusammenfassung

atomos wealth in Bristol and the South West seeks an Associate Portfolio Manager with CFA/CISI Level 6 credentials to progress to a full Portfolio Manager role. You will be mentored by a top PM and entrusted with managing lower complexity client portfolios, driving revenue, and enhancing the client experience.

You will work alongside a Senior Portfolio Manager to grow discretionary capabilities, participate in research, and develop regional DFM capabilities as the firm expands in Bristol, the

Qualifikationen

• Must hold CISI Level 6 or CFA designation.
• 3+ years of wealth management or portfolio management experience (Assistant/Associate level up).
• Strong understanding of investment markets, asset allocation, and portfolio risk.

Aufgaben

• Manage a client book, deliver strong investment outcomes and client experience.
• Collaborate with Head of Office PM to develop portfolio construction and oversight skills.
• Build trust with senior Financial Planners across Bristol and the South West.

Kenntnisse

Client gravitas

Portfolio management

CISI Level 6 (or CFA)

Wealth management experience

Effective communicator

Ausbildung

CFA designation

CISI Level 6

Jobbeschreibung

atomos wealth in Bristol and the South West seeks an Associate Portfolio Manager with CFA/CISI Level 6 credentials to progress to a full Portfolio Manager role. You will be mentored by a top PM and entrusted with managing lower complexity client portfolios, driving revenue, and enhancing the client experience.

You will work alongside a Senior Portfolio Manager to grow discretionary capabilities, participate in research, and develop regional DFM capabilities as the firm expands in Bristol, the