Emerging Private Client Portfolio Manager

Raymond James UK; Guildford; On-site; GBP 38,000 - 54,000; Full time

Job summary

Raymond James UK is seeking an Assistant Portfolio Manager to join our Investment Management team and support delivery of high-quality investment solutions for private clients. Working closely with Investment Managers, you'll oversee portfolios for individuals, families, trusts, charities and corporate clients, assisting with monitoring, reporting and research to ensure alignment with objectives.

This is a development-focused role in wealth management, offering a long-term career path, with a

Qualifications

• Experience within investment management, portfolio management** or investment supports.
• Progress towards, or completion of, a CISI Level 4 or equivalent.
• Understanding of portfolio construction, asset allocation and investment markets.
• Experience supporting private client portfolios would be beneficial.

Responsibilities

• Support Investment Managers in managing discretionary and advisory client portfolios.
• Assist with portfolio reviews, suitability assessments and investment proposals.
• Help implement and maintain portfolio models, ensuring alignment with investment strategies.
• Monitor portfolio exceptions and support the preparation of investment and trading rationales.
• Conduct portfolio analysis and provide market, economic and investment commentary.
• Assist with client reporting, tax planning opportunities and investment documentation.
• Maintain records supporting investment decisions, due diligence and governance.
• Collaborate with colleagues across the business to deliver great client service.
• Ensure activities comply with regulatory requirements and risk standards.

Skills

Investment management

Portfolio construction

Asset allocation

Analytical skills

Communication skills

Multitasking

Education

CISI Level 4 (progressing)

Tools

Excel

Job description

Raymond James UK is seeking an Assistant Portfolio Manager to join our Investment Management team and support delivery of high-quality investment solutions for private clients. Working closely with Investment Managers, you'll oversee portfolios for individuals, families, trusts, charities and corporate clients, assisting with monitoring, reporting and research to ensure alignment with objectives.

This is a development-focused role in wealth management, offering a long-term career path, with a