Portfolio Manager - Investments & Wealth

Adecco; City Of London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading organisation in the Financial Services sector seeks an enthusiastic Portfolio Manager for a 12-month contract in the City of London. You will manage client portfolios, execute investment decisions, and foster relationships with stakeholders. The ideal candidate has a CISI Level 4 qualification and experience in portfolio management. Join a dynamic team dedicated to excellence in client service in a hybrid work environment.

Qualifications

• Strong background in portfolio management with a client-centric approach.
• Ability to build trust and integrity with clients and colleagues.
• Proven ability to lead and manage teams effectively.

Responsibilities

• Manage portfolios in alignment with the investment strategy to meet client objectives.
• Collaborate within the framework of the organisation's investment process.
• Support the business in maintaining compliance with laws and internal procedures.

Skills

Client management

Investment decision-making

Strong communication

Team leadership

Education

CISI Level 4 Investment Advice or equivalent

Job description

Job Advertisement: Portfolio Manager (Temporary Contract)

Are you passionate about delivering exceptional investment solutions? Do you thrive in a dynamic financial environment? Our client, a leading organisation in the Financial Services & Investments sector, is seeking an enthusiastic and dedicated Portfolio Manager to join their team for a 12-month contract.

Role Overview:

As a Portfolio Manager, you will play a vital role in the UK discretionary offering, primarily managing client portfolios to achieve their investment objectives. Your expertise will help shape the investment experience for clients, and you will work closely with Relationship Managers and other stakeholders to ensure their needs are met with excellence.

Key Responsibilities:

Client Management:

• Manage portfolios in alignment with the investment strategy to meet client objectives.
• Execute investment decisions and manage cash & currency effectively.
• Foster strong relationships with Relationship Managers to enhance the discretionary proposition and promote internal referrals.
• Communicate proactively with clients and advisors through meetings and strategic updates.

Business Management:

• Collaborate within the framework of the organisation's investment process.
• Contribute to growth initiatives across various mandates and play a role in investment meetings and reviews.
• Monitor securities and restrictions within portfolios continuously.

Regulatory Responsibilities & Risk Management:

• Adhere strictly to local and global regulatory standards, focusing on the UK and Global risk framework.
• Support the business in maintaining compliance with laws and internal procedures.

What We're Looking For:

Qualifications: CISI Level 4 Investment Advice or equivalent is required.

Experience: Strong background in portfolio management with a client-centric approach.

Competencies:

• Ability to build trust and integrity with clients and colleagues.
• Excellent communication skills tailored to diverse stakeholders.
• Proven ability to lead and manage teams effectively.

Our Ideal Candidate:

You are driven by a passion for finance and a commitment to continual improvement. You understand the importance of cultivating sustainable relationships and fostering a culture of openness and curiosity. You navigate challenges with ease and always keep client outcomes at the forefront of your decision-making.

Why Join Us?

Be part of a vibrant team dedicated to excellence in client service. Engage with diverse projects and enhance your professional skills. Contribute to a culture that values mutual respect and innovative thinking.

If you are excited about the opportunity to make a difference and possess the skills we are looking for, we want to hear from you! Apply today and take the next step in your career with us.

Location: City of London - Hybrid

Working Pattern: Full-Time

Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.